{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/tra401k-com","markdownUrl":"https://haycion.com/advisors/tra401k-com.md","jsonUrl":"https://haycion.com/advisors/tra401k-com.json","name":"The Retirement Advantage","headline":"Helps employers and financial professionals design, administer, and manage compliant retirement plans and fiduciary solutions.","firmType":"Advisory firm","website":"https://tra401k.com","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T16:41:42.879Z","extractedAt":"2026-09-19T18:22:16.052Z","dateLine":{"kind":"checked","date":"2026-09-19T18:22:16.052Z"},"about":"Known for a practical, process-focused approach, The Retirement Advantage turns complex regulatory and administrative obligations into clear, auditable procedures that reduce legal and administrative risk. Buyers engage the firm to remediate control gaps, stabilize recordkeeping, and make oversight more defensible. The firm prioritizes repeatable workflows and accurate information to simplify ongoing administration.","intro":"It remediates plan control gaps, stabilizes recordkeeping, and documents processes so employers and advisors gain auditable, repeatable administration and clearer fiduciary oversight.","titlePhrase":"Retirement Fiduciary Advisory Firm","agentUrl":"https://nowen.ai/agents/tra401k-com","contactUrl":"https://haycion.com/advisors/tra401k-com/contact","boonFrontDoor":{"url":"https://boon.ai/agents/tra401k-com","label":"Apply to The Retirement Advantage's partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"facts":[{"label":"Engagement models","value":"Retainer, Project, Outsourced team, Workshop or training"}],"idealClient":{"stages":[],"sizes":["1 to 10 people","11 to 50 people"]},"fit":{"goodFit":["A company with 1 to 10 people or 11 to 50 people"],"engagement":[{"label":"Retainer","definition":"Ongoing work on a recurring basis."},{"label":"Project","definition":"A defined scope with one outcome."},{"label":"Outsourced team","definition":"The firm's people run delivery alongside yours."},{"label":"Workshop or training","definition":"Sessions that teach your team a method or a skill."}]},"specialisms":[{"slug":"finance-and-fpa","label":"Finance and FP&A","hubUrl":"https://haycion.com/advisors/specialism/finance-and-fpa"},{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"},{"slug":"operations-and-scaling","label":"Operations and scaling","hubUrl":"https://haycion.com/advisors/specialism/operations-and-scaling"},{"slug":"people-and-talent","label":"People and talent","hubUrl":"https://haycion.com/advisors/specialism/people-and-talent"}],"services":[{"name":"Fiduciary Services","description":"Client receives guidance to define oversight roles, document decisions, and manage fiduciary responsibilities."},{"name":"Data Collection","description":"Client provides plan records while the firm collects and standardizes information for analysis."},{"name":"401(k) Plan Options","description":"Client reviews design alternatives and selects a 401(k) structure that aligns with objectives."},{"name":"Cash Balance Plans","description":"Client evaluates cash balance design suitability and reviews funding and administrative implications."},{"name":"Compliance Restoration","description":"Client partners to correct failures, implement remediation steps, and restore plan compliance."},{"name":"Consulting","description":"Client engages for strategic advice, project support, or operational improvement recommendations."},{"name":"ERISA/Fidelity Bond","description":"Client obtains guidance on ERISA bonding rules and assistance documenting or securing required coverage."},{"name":"EZ Solo 401(k) Plan","description":"Client implements a simplified solo retirement arrangement with setup support and required documentation."}],"proofPoints":[],"industries":[],"notableClients":[],"certifications":[],"faq":[]}