As a third party administrator with 401K expertise for employers, advisors & employees, we offer a streamlined approach to retirement and fiduciary services.

Finance

The Retirement Advantage

The Retirement Advantage's headquarters in Appleton, WI, United States

Matt Schoneman

Annie DeHaven

Michelle Zentner

Darin Erdmann

Bill Sunagel

The Client Relationship Management team at The Retirement Advantage is dedicated to fostering strong, lasting relationships with employers, advisors, and employees. They provide exceptional support and guidance throughout the retirement plan process, ensuring that clients receive personalized service, timely communication, and expert advice on 401K solutions. Their collaborative efforts help clients navigate complex retirement services while enhancing overall satisfaction and retention.

Client Relationship Management

This department focuses on managing and nurturing relationships with clients to enhance satisfaction and retention.

Client Relations

The Finance and Accounting team at The Retirement Advantage is responsible for managing financial operations, ensuring compliance with regulatory standards, and providing strategic financial insights. They oversee plan administration, budgeting, and accounting processes, enabling the company to deliver effective retirement solutions while safeguarding client assets. This team collaborates closely with other departments to enhance service efficiency and support overall business objectives.

Finance and Accounting

This department provides expert guidance and planning consulting to clients across various regions.

Consulting Services

The IT and Software Development team at The Retirement Advantage is responsible for designing, developing, and maintaining the technology infrastructure and software solutions that support the company's 401K administration services. This team ensures system security, streamlines processes for users, and provides technical support to enhance operational efficiency, ultimately driving superior service delivery for employers, advisors, and employees alike.

IT and Software Development

The Leadership Team at The Retirement Advantage is responsible for setting the strategic direction of the company, overseeing financial performance, and ensuring operational efficiency. Comprising key executives such as the CFO, President, and VP of Operations, this team drives innovation in 401K services while fostering strong relationships with employers, advisors, and employees to enhance retirement planning solutions.

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The Retirement Advantage

Org chart

Teams

Client Relationship Management

Client Relations

Finance and Accounting

Consulting Services

IT and Software Development

Leadership Team

Offices

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The Retirement Advantage

Org chart

Teams

Client Relationship Management

Client Relations

Finance and Accounting

Consulting Services

IT and Software Development

Leadership Team

Offices

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