Case Study: The Retirement Advantage achieves streamlined communications and seamless remote work with RingCentral

How a National Retirement Plan Administrator Uses RingCentral to Streamline Communication for Clients and Employees Alike

The Retirement Advantage is a national retirement plan administrator (200+ employees) that relies on fast, phone-focused client support. After outgrowing an on-premise phone system—hindering scalability, usability, and call reporting—the IT team faced a costly hardware upgrade or finding a cloud solution that could grow with the company.

They adopted RingCentral as an all-in-one platform for telephony, video, and chat, simplifying onboarding, number transfers, and acquisition integrations. The move gave IT easier management, better call visibility, and rapid remote-work readiness (about 70 employees transitioned in a week), allowing TRA to maintain customer service with minimal disruption.

The Retirement Advantage

Mark Ruhland

Director of IT and Security