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 and Colorado (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 $9.1 million to $58 million.

Primary location:
Appleton, WI
Clients in:
WI
Identified clients:
29
Avg client size:
$35 mil revenue
Median client size:
$20 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 The Tahirih Justice Center 501(c)(3) Falls Church, VA
8 Girl Scouts of Wisconsin Southeast (GSWISE) 501(c)(3) Milwaukee, WI
9 United States Anti-Doping Agency (USADA) 501(c)(3) Colorado Springs, CO
10 John Michael Kohler Arts Center (JMKAC) 501(c)(3) Sheboygan, WI
... and 19 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 CBIZ Retirement Plan Services, Capfinancial Partners, LLC, Minnesota Life Insurance Company, Blue Cross Blue Shield Of Michigan, Acrisure LLC, Nova 401k Associates, The Benecon Group, Inc., Newport Group, Cigna Health and Life Insurance, and Gallagher Benefit Services.

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