The Retirement Advantage, Inc. (TRA), an independently owned, top-tier national retirement services company, today announced the acquisition of R. Bruce Tanner & Associates (RBT) of Sugar Hill, GA.
“RBT has been a successful firm for decades. Both of our companies have substantial expertise in delivering industry-leading solutions to our clients, built upon a shared commitment to innovative technology and strong financial and operational discipline,” said Jeff Schreiber, Vice President of Distribution of TRA. “TRA and RBT are a natural fit to join forces, and together will provide even greater value to clients, prospects, and our financial advisory partners.”
The acquisition of RBT strengthens TRA’s market position in the Southeastern US while adding a team of talented retirement professionals, led by owner Allison Hawkins, to the TRA team. “I couldn’t be happier that the company my father founded is now part of TRA,” noted Hawkins. “It’s rare to find a company that focuses on the satisfaction of its clients. Best of all, TRA is committed to improvements in processing, ongoing investments in technology for greater automation and enhanced cybersecurity,” Hawkins concluded.
"We look forward to integrating our workforce, culture, and competencies right away," said TRA President, Matt Schoneman. "This transaction will continue to connect our employees and customers with an ever-expanding wealth of resources. We are pleased the RBT staff joining TRA will be able to continue to provide the exceptional guidance and service their clients have grown accustomed to."
About R. Bruce Tanner & Associates:
R. Bruce Tanner & Associates (RBT) is a Sugar Hill, Georgia-based independent third-party administrator in the financial services industry. Founded in 1980 RBT designed and maintained plan sponsor retirement plans using the latest plan design philosophies and technological best practices. Upon Bruce’s retirement in 2008, his daughter, Allison Hawkins, took over the company.
About The Retirement Advantage, Inc.:
TRA, based in Wisconsin, is a national retirement services company providing third-party administration and fiduciary services to financial advisors and businesses of all sizes. An on-going commitment to providing expert consultation and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 10,000 plan sponsors with more than $10 billion in retirement assets under administration. You can count on us to deliver on time, on budget, and with precise attention to detail. To learn more about our industry leading solutions, please visit www.tra401k.com.
TRA Starts 2021 with Acquisition of R. Bruce Tanner & Associates, Inc.
TRA Completes Initial Acquisition of the New Year
As a leading national retirement services company, we provide third-party administration and fiduciary services to financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned us as one of the largest, privately held third-party administrators in the nation. We proudly serve more than 8,000 plan sponsors, with more than $8 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail.
Bill Sunagel - info@tra401k.com | MARCOM Director
Contacts /
For more information, please contact:
Matt Schoneman
President