Products April 10, 2014

TRA Unveils Mobile Adviser App

The Retirement Advantage, Inc. (TRA) released a new mobile application offering financial advisers and wholesalers remote access to key sales and plan administration resources.
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TRA is a third-party administrator (TPA) focusing on compliance support for retirement plans at small, privately held businesses. Key features of the new TRA mobile app include:

  • Immediate request for proposal support services;
  • Embedded retirement planning calculators;
  • Alerts for breaking industry news and articles;
  • TRA white papers and YouTube tutorials; and
  • Instant access to TRA’s national sales team and events support.

“Today’s financial advisers and wholesalers are constantly on the road and are in need of the most up-to-date resources while marketing their products and services,” says Matt Schoneman, president of The Retirement Advantage, Inc. “This high level of accessibility allows TRA to provide the best service to our financial advisers and wholesalers, who in turn can provide an even greater level of service to their clients.”

TRA’s free mobile app is now available for download from Apple’s iTunes Store and the Google Play Store by searching for “The Retirement Advantage.”

Additional information is available at http://www.tra401k.com.

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