Matt Schoneman

Role: President at The Retirement Advantage, Inc. Tra
Location: Milwaukee, WI, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Matt Schoneman

Matt Schoneman, President of The Retirement Advantage, is recognized for his strategic…

Experience

President
The Retirement Advantage, Inc. Tra
Present

Education

Forest City HS
HS Diploma
1985 — 1988
Western Illinois University
Bachelor of Business
1989 — 1992

Skills

Retirement Planning
401k
Iras
Financial Services
Investments
Investment Advisory
Retirement Plan Consulting
Mutual Funds
Benefits Administration
Pension Funds
Small Business
Fixed Annuities
Retirement
Marketing
Series 63
Series 7
Employee Benefits
Business Planning
403 B
New Business Development
Financial Advisory
Business Development
Roth Ira
Profit Sharing
Wealth Management
Pensions
Series 6
401(K) Retirement Savings Plans
Erisa
Defined Benefit
Qualified Retirement Plans
Defined Contribution
Leadership
Sales

Contact information

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Work email
•••••@tra401k.com
Personal email
•••••@•••••.com
Direct dial
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Current company

The Retirement Advantage, Inc. Tra

Financial Services · 145 employees · Founded 1996 · Appleton, Wisconsin, United States

As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources 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 plan sponsors with more than $13 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail. Our Vision: As an industry-leading retirement plan solutions provider, TRA will assist our plan advisors and plan sponsors in meeting their unique plan design goals, while building on our reputation for proactive plan consultation and exceptional customer service. Our Mission: It is the mission of TRA to assist in implementing and administering customized retirement plan solutions for small, privately held business owners and their employees that meet and exceed their retirement plan goals. Our friendly, knowledgeable and professional staff partners with best-in-class plan providers and plan advisors to ensure our plan sponsors receive the maximum benefit from our combined expertise, advanced resources and exceptional attention to detail. Engaging with TRA’s content and communications, such as through website forms, emails, newsletters, and social media, will effectively opt you in to periodically receive future communications and valuable information. These updates may include electronic newsletters, notifications, educational marketing materials, and more, covering retirement plans, planning, and legislative industry updates. To fully ensure your interest in receiving such TRA content, visit https://tra401k.com/content-opt-in.

tra401k.com

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About Matt Schoneman

Experience

President

Education

Forest City HS

Western Illinois University

Skills

Find verified contacts for anyone on LinkedIn