# The Retirement Advantage: Helps employers and financial professionals design, administer, and manage compliant retirement plans and fiduciary solutions.

> Retirement plan services provider offering fiduciary support for employers and financial professionals.

- Firm type: Advisory firm
- Website: https://tra401k.com
- Listing: unclaimed

## Specialisms

- Finance and FP&A
- Technology and data
- Operations and scaling
- People and talent

## Engagement models

- Retainer
- Project
- Outsourced team
- Workshop or training

## Ideal client

- Size: 1 to 10 people
- Size: 11 to 50 people

## Services

- Fiduciary Services: Outsource fiduciary responsibilities to mitigate risk and meet ERISA obligations.
- Data Collection: Streamline compliance and reporting through expert data collection services.
- 401(k) Plan Options: Tailored options for establishing and managing 401(k) plans to meet employer needs.
- Cash Balance Plans: Provide cash balance plan solutions to offer alternative retirement savings vehicles.
- Compliance Restoration: Restore and ensure legal compliance for retirement plans with expert restoration services.
- Consulting: Consulting to optimize retirement plan design, administration, and fiduciary risk management.
- ERISA/Fidelity Bond: Protect retirement plans against fraud and dishonesty losses with required bonding.
- EZ Solo 401(k) Plan: Solo 401(k) plan option for small-business owners to maximize retirement savings with flexible contributions.

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Canonical: https://haycion.com/advisors/tra401k-com
Source: Haycion Advisor Network, https://haycion.com/advisors
Listing extracted: 2026-09-19
