Experienced Retirement Planning Consultant Elevates TRA Team
APPLETON, WI (March 19, 2024) – The Retirement Advantage, Inc. (TRA), an independently owned, nationally recognized retirement services company, is thrilled to announce the addition of Chase Meitler to their team as the newest Regional Plan Consultant (RPC). Meitler will be responsible for overseeing a territory that includes Colorado, Montana, North & South Dakota, Nebraska and Wyoming, reporting directly to Darin Erdmann, TRA’s Director of Sales & Distribution.
Erdmann enthusiastically welcomed Meitler’s appointment, praising his extensive experience and dedication to retirement plan solutions. “Meitler’s proven track record of delivering exceptional service has solidified his reputation, making him a valuable addition to the TRA team.”
Assuming his new role at TRA, Meitler will concentrate on expanding the company’s client base in the Rocky Mountain region. His expertise lies in crafting personalized retirement plan solutions that effectively minimize taxable income for business owners. Additionally, Meitler is committed to enhancing engagement with financial advisors, accountants, and other financial professionals.
With a wealth of experience in the financial services and retirement plan industry, Meitler has held various key positions, including Senior Retirement Consultant and Associate Internal Sales Director at Empower Retirement, and most recently, Regional Retirement Consultant at TransAmerica.
Meitler shared his excitement about joining TRA, emphasizing the organization’s visionary reputation and commitment to setting new industry standards. He expressed pride in contributing to TRA’s legacy of innovation and delivering exceptional solutions and unmatched service to clients.
Erdmann also highlighted Meitler’s expertise in retirement plan sales strategy, advisor practice management, marketing, and communications, noting that his knowledge will significantly enhance the support provided to advisors in the region. “The team is thrilled to have Meitler on board.”
A graduate of Fort Hays State University with a Bachelor of Business Administration in Marketing Management, Meitler holds the Qualified Retirement Plan Consultant (QRPC) designation, as well as FINRA SIE, FINRA Series 6, and 63 licenses.
About The Retirement Advantage, Inc.:
TRA, based in Wisconsin, is a national retirement services company providing third-party administration and fiduciary services to financial advisors and businesses of all sizes. An ongoing commitment to providing expert consultation, resources, and exceptional customer service has positioned TRA as one of the largest independently owned, third-party administrators in the nation. We proudly serve more than 11,000 plan sponsors, with more than $13 billion in retirement assets under administration. You can count on us to deliver on-time, on-budget, and with precise attention-to-detail. To learn more about our industry-leading solutions, please visit www.tra401k.com.
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