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 Texas and Wisconsin (although they are present in other states as well).

Most The Retirement Advantage, Inc clients are outpatient health care practitioners and facilities and religious organizations with revenues ranging from $14 million to $51 million.

Primary location:
Appleton, WI
Clients in:
WI
Identified clients:
33
Avg client size:
$35 mil revenue
Median client size:
$22 mil revenue

The Retirement Advantage, Inc client list

  Name Type Location
1 Interactive Advertising Bureau 501(c)(6) New York, NY
2 San Antonio Zoological Society 501(c)(3) San Antonio, TX
3 Versiti Illinois (HBC) 501(c)(3) Aurora, IL
4 Ability360 501(c)(3) Phoenix, AZ
5 Neighborhood Health Center 501(c)(3) Portland, OR
6 Carmen High School of Science and Technology 501(c)(3) Milwaukee, WI
7 Senior Living Choices 501(c)(3) Midlothian, VA
8 Cara Chicago 501(c)(3) Chicago, IL
9 Disability Rights Texas 501(c)(3) Austin, TX
10 The Tahirih Justice Center 501(c)(3) Falls Church, VA
... and 23 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 Usi Consulting Group, Definiti, LLC, Reliance Trust Company, Humana Insurance Company, The Angell Pension Group, Inc., Marsh and Mclennan Agency, CBIZ Benefits and Insurance Services, CBIZ Retirement Plan Services, Blue Cross Blue Shield Of Michigan, and Capfinancial Partners, LLC.

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