Cause IQ vendor profile

The Retirement Advantage, Inc


The Retirement Advantage, Inc is a firm that provides insurance agent or broker, third party administration, administrative support, actuarial services, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Wisconsin (although they are present in other states as well).

Most The Retirement Advantage, Inc clients are outpatient health care practitioners and facilities, religious organizations, and child and youth services with revenues ranging from $12 million to $61 million.

Primary location:
Appleton, WI
Clients in:
WI
Identified clients:
32
Avg client size:
$35 mil revenue
Median client size:
$21 mil revenue

The Retirement Advantage, Inc client list

  Name Type Location
1 Interactive Advertising Bureau 501(c)(6) New York, NY
2 Aunt Martha's Health and Wellness 501(c)(3) Olympia Fields, IL
3 Versiti Illinois (HBC) 501(c)(3) Aurora, IL
4 San Antonio Zoological Society 501(c)(3) San Antonio, TX
5 Ability360 501(c)(3) Phoenix, AZ
6 Neighborhood Health Center 501(c)(3) Portland, OR
7 Easter Seals North Georgia (ESNG) 501(c)(3) Clarkston, GA
8 Carmen High School of Science and Technology 501(c)(3) Milwaukee, WI
9 Apicha Community Health Center 501(c)(3) New York, NY
10 The Tahirih Justice Center 501(c)(3) Falls Church, VA
... and 22 more The Retirement Advantage, Inc not-for-profit tax-exempt clients identified by Cause IQ

The Retirement Advantage, Inc competitors

Competitors to The Retirement Advantage, Inc in the nonprofit sector include Pentegra Services Inc., Merrill Lynch Pierce Fenner and Smith, Usi Consulting Group, Humana Insurance Company, Reliance Trust Company, Marsh and Mclennan Agency, The Angell Pension Group, Inc., Definiti, LLC, Milliman, and Cigna Health and Life Insurance.

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