Matt Schoneman, President of The Retirement Advantage, is recognized for his strategic focus, vision and judgment gained during 20 years of progressively responsible experience in the retirement plan industry. Matt is a graduate of Western Illinois University and holds a Bachelor of Business degree in Marketing. He is a member of several professional organizations including the American Society of Pension Professionals and Actuaries (ASPPA), National Institute of Pension Administrators (NIPA), and National Association of Professional Employer Organizations (NAPEO).
As the old saying goes, “Love what you do and do what you love.” These words hold true for Michelle. Since entering the retirement service industry in 2000, Michelle has happily laid down deep roots and grown her career with The Retirement Advantage, Inc. (TRA) for nearly 15 years. She is passionate about and dedicated to finding the most efficient workflow to guarantee client needs are met with full satisfaction.
In her role as director of operations, Michelle is responsible for directing and controlling activities for various departments to ensure effective policies and procedures are in place and contribute to TRA’s, and their client’s, success, profitability and retention goals.
As TRA’s National Sales Manager, Craig leads a team of 12 Regional Sales Consultants (RSC’s) and 4 Internal Sales Consultants (ISC’s) focused on growing TRA’s client base. The team is focused on providing best in class consulting services to our record keeping partners’ wholesalers, retirement plan advisors, and their plan sponsor clients and prospects.
Craig focuses on strengthening relationships with key contacts at our record keeping platform partners, broker-dealers, and centers of influence as well as developing the team of professionals that work with him.
Since 1991 Craig has worked in the financial services industry in operations, operations management, sales, and sales management roles within trading, custody, record keeping, DCIO, and third party administration firms.
Craig attended The University of Hartford (econ-finance major) in W. Hartford, CT on a golf scholarship.
Outside of the Office
Craig enjoys living vicariously through his kids sporting events (baseball, soccer), enjoying the mountains of Colorado, and of course playing golf.
Mark has been working in the IT field since the Y2K bug and has always had a passion for technology since first honing in his baby rattle skills. He has a well-rounded background with experience in helpdesk, servers, storage, networking, IT consulting, and management. He is always looking for ways that IT can better serve TRA and our clients. Outside of work Mark can often be found contemplating what came first, the power on button or the power off button.
Annie’s career in Human Resources started in Chicago with Morningstar, Inc., after graduating from the University of Dayton with a Bachelors of Arts Degree in Communications Management, and a double minor in Marketing and English. With a desire to experience multiple aspects of the Human Resources field she accepted a Benefits Administrator and then Manager position with UPSHOT, a marketing agency in Chicago, focusing mainly on benefit administration, management of on boarding of new employees, payroll, and management of the facilities and office administration staff. From there, she held an Associate Manager position with a media agency, Mindshare, where her responsibilities focused on recruiting, benefit administration, management of the internship program, and creation of a corporate work life balance program.
After that Annie decided to take her show on the road, move to Wisconsin, and joined TRA in 2004 where she is currently our Human Resources Manager. She is a department of one and responsible for all things Human Resources related, including benefits administration, employee relations, recruiting and hiring, and strategically supporting TRA in any way possible.
Career Achievements and credentials:
Outside of the Office
Annie loves spending time with friends and family, travelling, skiing, and reading. She is also enjoys spending time volunteering with Special Olympics, providing meals for the homeless at Guest House of Milwaukee, and is an active member of the Junior League of Milwaukee.
Emily has been appointed to a newly created role as the Organizational Development Manager. In this role she will identify and develop initiatives to enhance organizational capabilities as well collaborating with TRA’s Leadership Team to create and implement programs that link employee success with our corporate strategies and goals. She will also be managing our Quality Control Department and overseeing our Acquisition Integration Team. Emily was promoted into this new position from her previous role as Plan Installation Manager that has now been filled by Carrie Bernier.
Emily joins TRA with 19 years’ experience in leadership, compliance, consultation, project management, sales, training and retirement administration in financial services and qualified plans market. Emily graduated from University of Wisconsin Green Bay with a Bachelor of Science in Business Administration; with an emphasis on Finance, and a Minor in Financial Accounting. She has also earned her Qualified Pension Administrator (QPA®), American Society of Pension Professionals and Actuaries, Enrolled Retirement Plan Agent (ERPA®) and Accredited Pension Administrator (APA®) designations.
Carrie began her career at TRA in 2014 as a Client Relationship Manager (CRM), and quickly advanced to Team Leader. Carrie was then promoted to Plan Installation Manager where she is responsible for the successful on-boarding of TRA’s new business clients, in addition to maintaining her responsibilities as TRA’s Integration Specialist where she is dedicated to ensuring the seamless transition of TRA’s acquisitions. Carrie has 11 years of retirement plan experience in 401(k), Defined Benefit and Employee Stock Ownership Plans (ESOP).
Among Carrie's many notable career achievement and credentials are:
Outside of the Office:
When Carrie is not in the office she enjoys spending time with family and friends, reading and going “up north” to enjoy the outdoors.
Linda's bio is coming soon!
Jenny has more than 10 years of experience within the retirement plan industry. She is dedicated in making sure the client’s needs to have a successful retirement plan are met so that all involved can plan for the retirement they strive for.
In her role as the Plan Administration Manager, Jenny is responsible for making sure the team provides timely and accurate reporting as efficiently as possible. Jenny is always looking for ways to improve our processes to achieve these goals.
When Jenny is not at work she is spending time with her family and friends along with traveling whenever possible.
Charlie has 21 years of experience within the retirement plan industry. He is passionate about making sure the client’s needs to have a successful retirement plan are met and that all involved in the plan can plan a solid retirement future.
In his role as the Director of Plan Administration, Charlie is responsible for overseeing the entire Plan Administration area. Both the Plan Administration Manager, Client Relations and the Plan Administration Manager, Production will be reporting directly to Charlie. Charlie will be tasked with forging stronger relationships and communication between the two areas, ensuring we are functioning as one team with one goal. He will also be dedicating his time to bringing higher degrees of efficiencies to the areas, taking TRA to that next level of servicing.
When Charlie is not at work he can be found using his analytical skills determining the correct angle to place a 9-iron shot on the green at a local golf course or determining what angles to use in setting up his tent while out camping and enjoying nature whenever possible.
With nearly 20 years of experience in the retirement services industry, Ben is dedicated to helping his clients experience the plan expertise, professional guidance, and world class service TRA provides. Among Ben’s many specialties is his ability to build relationships, solve problems, improve processes and procedures, and train and develop his staff. Ben believes that a commitment to excellence in service and responsiveness is the key to building lasting, loyal relationships that benefit our clients as well as TRA.
Currently, Ben oversees the Plan Administration, Client Services Team for TRA and is well-versed in:
Ben’s notable career achievements and credentials include:
Outside of the Office
Ben lives in Quinton, a small town in Southern New Jersey.When Ben is not enjoying quality time with his two children, he likes to fill his days with fishing, hunting, golf, coaching baseball and trips to the Jersey Shore.
Linda Springer is a seasoned accountant with more than 25 years of experience. She is a licensed CPA in the state of Wisconsin, and obtained a Bachelor of Science degree in Managerial Accounting, with a minor in Business Administration, from the University of Wisconsin-Green Bay. Prior to joining TRA in 2014, she was the manager of finance and accounting for a regional wireless telecommunications carrier for seventeen years.
At TRA, Linda oversees all aspects of accounting, billing and collections, budgeting, and financial analysis. Passionate about providing clear and accurate billings for TRA’s services, Linda and her team are always available to answer any questions our plan sponsors may have regarding their fee schedules or invoices and assisting to resolve any issues they may have.
Outside of the Office
A life-long resident of Appleton, Wisconsin, Linda loves spending time with her family, and especially loves spoiling her four grandsons. She and her husband share a passion for photography and travel, and are active members of their church, where Linda serves on the finance committee, and sings with the contemporary praise choir.
As Communication and Marketing Director, Bill Sunagel is responsible for developing and executing all of TRA's communication and marketing initiatives. Bill plays a vital role in the development of TRA’s short and long term marketing strategies, aligned across all departments and phases of the business. Bill is also accountable for positioning TRA's growth strategy,
cultivating opportunities in new and existing customer markets, and
growing demand for TRA's products/services. In addition, Bill oversees TRA's multi-channel marketing plan for sales support, customer acquisition, customer retention, customer loyalty, PR, web management and lead generation. Furthermore, he will ensure
the TRA brand is communicated clearly and consistently by TRA associates
to our clients and partners.
Bill has 17 plus years of B-2-B and B-2-C marketing experience; with various positions including Marketing Director, Internet Marketing, Graphic Design and Public Relations. Bill has unique combination of creativity and analytical skills with the ability to assess both vantage points to create desirable solutions. Bill holds a Bachlor's degree in Communication with emphasis in Public Relations from Marian University in Fond du Lac, WI.
Outside of the Office
Bill enjoys spending time with family and friends, coaching/playing hockey, skiing, fishing, snorkeling, mountain biking and pretty much anything outdoors.
As Processing Manager, Adrianne will be directing a team of Transaction Coordinators accountable for providing timely and accurate service to clients. She will also be monitoring processes and procedures to ensure accuracy, timeliness, and measurable performance of ongoing processing to ensure we are meeting and exceeding our service standards.
Adrianne was promoted from Plan Administration Team Leader to her current position of Processing Manager. She has over 11 years of administration experience working with 401(k)/profit sharing plans, defined benefit plans, and ESOPs.
Among Adrianne's many notable career achievement and credentials are:
Outside the Office:
Adrianne enjoys spending time her husband and two young children outside as often as Wisconsin weather allows, cooking, and reading.