CLIENT RELATIONSHIP MANAGERS

Our business is based on relationships. Trust is not a commodity and must be earned through honesty, hard work and superior customer service. At The Retirement Advantage (TRA), we have dedicated client relationship managers who provide our clients, financial advisors and plan sponsors with the level of support that they deserve. We don’t believe in call centers — we believe in relationships and a specific person that is dedicated to you, working with you every step of the way.

Your client relationship manager will act as your concierge, answering questions, accessing resources and adhering to deadlines — keeping you on track and on time with the highest level of customer service.

CRM MEMBERS

    • Alex Schneider Client Relationship Manager

      Direct: 920.831.3268 | Toll Free: 888.872.2364 x 3268 | Fax: 800.459.5815

      Alex Schneider is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). Has been in the Financial Services industry since 2012. In this role as Client Relationship Manager, Alex is responsible for providing clients with exceptional service and the knowledge to guide plan sponsors with on-going plan management.

      Among Alex’s many notable career achievement and credentials are:

      • Bachelor’s of Business Administration from the University of Cincinnati
      • Series 7, 65, 63
      • RICP (Retirement Income Certified Professional) from the American College

      When Alex is not at work he can be found playing basketball, cycling and volunteering for Special Olympics Hamilton County. He is also a big fan of the University of Cincinnati Bearcats Football and Basketball teams.

    • Amber Stahl, QKA Plan Administration Team Leader

      Direct: 920.831.3364 | Toll Free: 888.872.2364 x3364 | Fax: 800.459.5815

      Amber Stahl is a Plan Administration Team Leader and Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 10 years of experience, specifically in plan administration and customer service. In this role as Plan Administration Team Leader, along with being a Client Relationship Manager, Amber is responsible for providing guidance to a team of aspiring CRM’s and assisting her block of clients in understanding their plan and how to administer it. Her knowledge of plan design and compliance matters allow her to provide the service you need to maintain a successful retirement plan.

      Among Amber’s many notable career achievement and credentials are:

      • BS in Business, Finance from Wright State University
      • MBA in Management, Innovation & Change from Wright State University
      • Qualified 401(k) Administrator (QKA) from ASPPA

      Outside of the Office

      Amber, her husband (Tony), their two kids, along with their two dogs live in a small, rural town in Ohio. She enjoys nothing more than spending quality time with loved ones, good food, and a sunny day at the beach!

      Thank you for the opportunity to provide service to you and your retirement plan.

    • Annie Jordan, MBA Client Relationship Manager

      Direct: 920.831.3347 | Toll Free: 888.872.2364 x 3347 | Fax: 800.459.5815

      Annie is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 6 years of Retirement Plan, Defined Contribution, and Client Relationship Management experience. In this role as Client Relationship Manager, Annie is responsible for assisting and educating Plan Sponsors, in all areas of retirement plan operations.

      Among Annie’s many notable career achievement and credentials are:

      • Bachelor’s Degree in Business Management – University of South Alabama
      • Master’s Degree in Business Administration – University of the People
      • Retirement Plan Fundamentals 1 & 2 Certification – AASPA

      Outside of the Office

      • Loves fashion /style
      • Practices continual learning
      • Member of Sigma Gamma Rho Sorority, Inc, whose mission is to enhance the quality of life for women and children through community service, civil, and social action.

      I’m a continual learner, world traveler, and part-time style consultant from Alabama. If I am not taking a class, styling someone, or in another part of the world, I am likely with my family. I have a huge, close knit family, that adopts everyone!

      I think of myself as an exuberant person. I’ve been known to light up a room, when I show up.

      The things I love most in life are God, family and fashion.

      I’ve been Client Relationship Manager for 6 years, and I really love it. I enjoy the daily opportunity to help others.

    • Aubry Devaney Client Relationship Manager

      Direct: 920.750.7544 | Toll Free: 888.872.2364 x 7544 | Fax: 800.459.5815

      Aubry Devaney is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 8 years of Retirement experience in government forms, compliance and client relations.  In this role as CRM, Aubry is responsible for providing excellent customer service and being the main point of contact for her clients.

      Outside of the Office

      • I live in Rock Island, IL
      • I have 6 children and 2 dogs
      • I enjoy movies and game nights with my family
      • I enjoy volunteering with Junior Achievement

      I’m a mother, part time therapist and very hard worker from Illinois.

      I think of myself as an upbeat, positive person, although I’ve also been known to be reserved when I am concentrating on work.

      The things I love most in life are my family, my friends and traveling.

      I’ve been a baseball/softball/band mom for 15 years, and I really love to see my kids excel.

    • Babette Engebretson, QKA, QPA Plan Administration Team Leader​

      Direct: 920.831.3325 | Toll Free: 888.872.2364 x3325 | Fax: 800.459.5815

      Babette is a Plan Administration Team Leader at The Retirement Advantage, Inc (TRA). She has 24 years of experience in retirement, customer service and compliance. In this role as Plan Administration Team Leader, Babette is responsible for providing guidance to a team of CRM’s for the purpose of achieving proactive consultation and exceptional customer service.

      Among Babette’s many notable career achievement and credentials are:

      • Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries
      • Supervised teams consisting of documents and compliance professionals, processors, traders, and implementation

      Outside of the Office

      When Babette is not assisting you with your plan, you can find her in her community of Clear Lake, IA, enjoying the many activities that living in a small town with a lake provides.In the summer, it’s the beach and boating.In the winter, it’s watching the kite festival or snowmobile races on the lake.My husband and I have five children and four dogs.We help out at our local animal shelter when we can and also enjoy Jeep cruises and camping.

      • I’m an Iowa Hawkeye and Vikings fan from Iowa, but I also lived in southern Minnesota for about 20 years.
      • I think of myself as a tomboy since I have four older brothers that drug me around with them everywhere, but I’ve also been known to enjoy getting pedicures, manicures, and massages.
      • The things I love most in life are my husband, my kids and my dogs.
      • I’ve been working on 401(k) plans for most of my adult life. It’s just a way of life for me and I love it.

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Beth Smallwood Client Relationship Manager

      Direct: 920.750.7505 | Toll Free: 888.872.2364 x7505  | Fax: 800.459.5815

      Beth is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 5 years of service experience in 401k and retirement plan servicing. In this role as Client Relationship Manager, Beth is responsible for working with her clients to answer questions, and resolve plan administration issues as they arise.

      Among Beth’s many notable career achievement and credentials are:

      • Associates of Science in Paralegal Studies
      • Certified Paralegal

      Outside of the Office

      Beth is a wife, mother and soon-to-be grandmother from Mississippi. In addition to her 4 children, she also has 2 fur babies; boxers named Houston and Holli. Beth is a really outgoing person, although on rare occasion, she has been known to be shy in large crowds. She loves spending time with her family and dogs. When the weather is right, she spends a lot of time on the water; boating, kayaking and fishing.

      I’m here to help!

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Betty Yodhes Client Relationship Manager

      Direct: 920.831.3243 | Toll Free: 888.872.2364 x3234Fax: 800.459.5815

      Betty Yodhes is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 19 years of day to day 401(k) administration experience for a TPA and Defined Benefit experience for a worldwide plan sponsor. In this role as Client Relationship Manager, I am responsible for partnering with plan sponsors, plan providers, advisors and other TRA employees to provide exceptional and proactive customer service.

      Among Betty Yodhes many notable career achievement and credentials are:

      • Virginia Commonwealth University/ Bachelor of Science Degree in Psychology and English
      • Completed Plan Fundamentals I and II – ASPPA

      Outside of the Office

      • Betty Yodhes lives in Allen Park, MI
      • Proud pet owner of 3 cats: Sparky, Rita Bella and Tatyana
      • Snowshoeing, fly fishing, canoeing and hiking with my husband or scrapbooking, writing and studying the violin
      • Volunteering at convalescent centers and/or hospitals and a local Elks Club affiliated with the armed forces

      I’m a devoted wife, animal lover and enjoy volunteer work at convalescent centers and for our local Elks Club fraternal organization dedicated to inculcating the principles of charity, justice, good morals, fidelity, coupled with inspiring the spirit of American patriotism and cultivating good fellowship by helping and serving people and community through benevolent programs, demonstrating that the Elk’s’ care. I serve at my local chapter here in Allen Park, MI.

      I think of myself as an outgoing person and loyal team member, although I’ve also been known to work well independently and prefer to figure things out on my own for non- time critical matters.

      The things I love most in life are God, family and traveling the world with my husband.

      I’ve been in the pension industry for 19 years, and I really love it!

    • BK Schweiger Client Relationship Manager

      Direct: 920.750.7556 | Toll Free: 888.872.2364 x 7556 | Fax: 800.459.5815

      Hi, I’m, BK Schweiger.  My name is Elizabeth but everyone calls me BK (I am from a good southern family and, like many southern gals, I have two names – Betty Kay) and I look forward to working with you. I have worked in the retirement industry for 23 years.  My knowledge of plan design and compliance as well as my ever growing knowledge of plan administrative compliance provides me an excellent opportunity to provide the service and assistance that you may need.

      I am a Virginia Tech graduate with a Bachelor of Science Degree in Animal and Poultry Science with a minor in Business Administration.

      Outside of the office:

      I live in Parkton, Maryland on a small farm in a rural community. I have two adult sons – Adam and Caleb and I am married to a wonderful man that we just call Schwag.  I own 2 dogs, Stella and Peaches, a cat, Kiki, and a handful of chickens.  I am also the current  Treasurer of the Chesapeake Philatelic Society, the Manager of the Crochet Department for the Maryland State Fair and I love to crochet, knit and anything crafty.  I have worked as an Election Judge for my Precinct for about 12 years and I am a clerk at a local auction house on Saturdays.  My husband and I spend countless hours working on our house and property.  We are quite creative in the improvements that we have made and finding awesome treasures at local auctions and sales.

      I am here to help:

      Please do not hesitate to email or call me if you have questions, I am more than happy to help you.  If I do not have the answer readily available, I will do the research necessary to find the answers and solutions that will work best for you and your business.

    • Caitlin Craddock Client Relationship Manager

      Direct: 920.831.7504 | Toll Free: 888.872.2364 x 7504 | Fax: 800.459.5815

      Caitlin Craddock is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 4 years of Retirement experience in government forms, plan servicing, processing and customer service.  In this role as Client Relationship Manager, Caitlin is responsible for client plan document questions, compliance testing results and government reporting.

      Among Caitlin’s many notable career achievement and credentials are:

      • Associate Degree in General Studies

      Outside of the Office

      Caitlin lives in Fredericksburg, Virginia with her husband (Dan), son (Jackson), daughter (Hadley), dogs (Riley & Rosie), cat (Obi Wan Kenobi) and gecko (Red).  When not saving the world, she is chasing a child (or dog) around the house, baking, or keeping busy with a crafty project.

       

      I’m an avid animal lover, bad horror movie aficionado, and make the best chocolate chip cookies.

       

      The things I love most in life are watching movies and eating pizza with my kids, trips to Target and inside jokes with my husband.

    • Carminia Towarnyckyj Client Relationship Manager

      Direct: 920.831.3380 | Toll Free: 888.872.2364 x3380 | Fax: 800.459.5815

      Carminia is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has over 8 years of experience in client relationship management, retirement plan administration and compliance for Defined Contribution Plans. In this role as CRM, she is responsible for assisting plan sponsors and advisors with questions they may have regarding the retirement plan, and understanding their customized plan design. Additionally, she maintains knowledge of updated laws and regulations to provide guidance to her clients when needed.

      Among Carmina’s many notable career achievement and credentials are:

      • Bachelor of Science in Business Administration from the University of South Alabama
      • Retirement Plan Fundamentals Part 1 & 2 -ASPPA Certificate
      • Bilingual Spanish/English

      Outside of the Office

      • Carminia resides is Mobile, AL
      • When she’s not in the office you can find her spending time with her family and husband Ben, of 15 years.
      • Together they have 3 children. Tony (13), Melina (11) and Evan (8) and two dogs Lucy and Rocky.
      • She enjoys attending the children’s sporting events, Soccer, Volleyball, Swim Team, and Gymnastics. Watching professional soccer and college football with family.
      • Loves going to the beach on the weekends.
      • Parishioner of St. Dominic Catholic Parish in Mobile.
      • Volunteers as Girl Scout Co-Leader for Troop 8105
      • PTO committee at St. Dominic Catholic School
      • Assistant CYO Volleyball Coach for 6th grade.

      I’m a devoted mother and caring friend, I also love my fur babes. I was Born in South America, Bolivia, currently live in Mobile, AL located in Gulf of Mexico.

      I think of myself as a friendly and kind person, although I’ve also been known to be quiet and reserved in large groups.

      The things I love most in life is spending time with my children, family and friends. Making memories that last a life time, weather that is having a barbeque in the back yard or going on a fun vacation.

      I’ve been relationship manager for 8 years, and I really love what I do. I am thankful for the opportunity to be part of this amazing organization.

    • Dan Caronna Client Relationship Manager

      Direct: 920.831.3390 | Toll Free: 888.872.2364 x3390 | Fax: 800.459.5815

      Hi, I’m Dan Caronna, and I look forward to working with you. Let me tell you a little bit about myself. I’ve been in the industry for more than 14 years supporting retirement plans like yours. My knowledge of plan design, plan administration, and regulatory and compliance matters allows me to provide the service you need to make your job easier! I’ve successfully passed essential retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Erin Grice Client Relationship Manager

      Direct: 920.831.3232 | Toll Free: 888.872.2364 x 3232 | Fax: 800.459.5815

      Erin Grice is a Client Relationship Manager (CRM) at The Retirement Advantage, Inc (TRA). She has 16 years of Defined Contribution experience in plan design, compliance testing, and Relius/FT documents. In this role as Client Relationship Manager, Erin is responsible for helping clients by reviewing plan details, working through yearly compliance tests/training, and offering support in all aspects of daily administration.

      Among Erin’s many notable career achievement and credentials are:

      • Bachelor of Science in Business Administration at The University of Southern Mississippi
      • Life/Accident/Health Insurance License in the state of Mississippi
      • Completion of the ASPPA Retirement Plan Fundamentals Certificate Course

      Outside of the Office

      • Erin lives in Flora, Mississippi
      • Erin has a husband for going on 13 years, Brad, three children, Eva June (8) and Hank and Hattie (twins 4), and a dog, Hoss (13)
      • Erin loves anything outside except if it is August in Mississippi (sports complexes, beaches, mountains, backroads, etc.) and enjoying family and friends.

      I’m an animated mother, animal bestie, and lover of laughter from the heart of the south.

      I think of myself as a fun-loving person, although I’ve also been known to be thorough and particular when it comes to my work performance.

      The things I love most in life are my friendship with God, my family, and my friends.

      I’ve been in the retirement industry for 16 years.  I love the challenging nature of the business!

    • Darouny Vongphachanh Client Relationship Manager

      Direct: 920.831.3387 | Toll Free: 888.872.2364 x3387 | Fax: 800.459.5815

      Hi, I’m Darouny Vongphachanh, and I look forward to working with you. Let me tell you a little bit about myself. I’ve been in the industry for more than 19 years supporting retirement plans like yours. My knowledge of plan design, plan administration, and regulatory and compliance matters allows me to provide the service you need to make your job easier! To further expand my retirement plan knowledge, I’m currently working toward essential retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Heather Rivera Client Relationship Manager

      Direct: 920.831.3218 | Toll Free: 888.872.2364 x 3218  | Fax: 800.459.5815

      I have been with TRA since 2017

      I am a Client Relationship Manager at the Retirement Advantage, Inc. (TRA). I have 4 years of experience with TRA working as a Client Relations Associate and Implementation Specialist. I have 15 years’ experience working for the Scottish Government working with pensions as a Finance Office and Pension Administrator before moving to the United States.

      My achievements have been:

      • Associates Degree in Accounting Jewel and Esk College Edinburgh
      • I completed the Retirement Plan Fundamentals – ASPPA

      Outside of the Office

      I moved to Wisconsin with my husband in 2015 along with my 2 dogs, Black Lab “Wrecks” and Chocolate Cocker Spaniel “Bailey” and 2 cats “Harley and Mr. Bruiser”. We all arrived safe and sound from Bonnie Scotland to start a new life here in the US. I am an avid animal lover and so volunteer at the Humane Society here in Appleton.

      I have 3 children and 9 wonderful grandchildren whom I loved to bits and spoil as often as I can.

      My husband and I love to travel the world our next adventure is Peru, among traveling I love to grow my own vegetables, read a good book and spend time biking and long walks. I love to bake and cook not only for us humans but my dogs, they especially love their doggie treats.

      I am passionate about my work and love to help others.

    • Heidi Asdot, APA Plan Administration Team Leader

      Direct: 920.831.3380 | Toll Free: 888.872.2364 x3380 | Fax: 800.459.5815

      Hi, I’m Heidi Asdot, and I look forward to working with you. Let me tell you a little bit about myself. I’ve been in the industry for more than 9 years supporting retirement plans like yours. My knowledge of plan design, plan administration, and regulatory and compliance matters allows me to provide the service you need to make your job easier! To further expand my retirement plan knowledge, I’ve successfully passed essential retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      I’m here to help!

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design
      • Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Heidi Capelle Client Relationship Manager

      Direct: 920.831.3363 | Toll Free: 888.872.2364 x3363 | Fax: 800.459.5815

      Hi, I’m Heidi Capelle, and I look forward to working with you. Let me tell you a little bit about myself. I’ve been in the industry for more than 21 years supporting retirement plans like yours. My knowledge of plan design, plan administration, and regulatory and compliance matters allows me to provide the service you need to make your job easier! To further expand my retirement plan knowledge, I’m currently working toward essential retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      I’m here to help! 
      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Jakki Williams Client Relationship Manager

      Direct: 920.750.7585 | Toll Free: 888.872.2364 x 7585  | Fax: 800.459.5815

      Hi, I am Jakki Williams and look forward to working with you.  I have worked in the Retirement industry for more than 20 years supporting Plan Sponsors like you daily.  My experience with plan administration, plan testing, and client service ensure that I am able to talk you through any issues or questions that may arise with your plan.  I also work closely with plan advisors to create a smooth and seamless flow of information between TRA and your investment provider.  To further expand on my current retirement plan knowledge, I am currently working toward additional retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      Among my notable career achievements:

      • Associate’s Degree from Minnesota School of Business
      • Retirement Plan Fundamentals Part 1&2, ASPPA Certificate

      Outside of the Office

      I live in Tennessee where I love spending quality time with my granddaughter, including chauffeuring her around to gymnastics and cheerleading classes.  I enjoy hiking the many trails across Tennessee and competing in murder mystery weekends (I think I was a private investigator in my previous life).  When time permits, I play video games with my family, read mystery novels, and I try to travel to at least one state per year.  My goal is to vacation in every state in the United States.  I’m at 30 and counting!

      I’m here to help!

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Janie Fallin Client Relationship Manager

      Direct: 920.831.3382 | Toll Free: 888.872.2364 x3382 | Fax: 800.459.5815

      Janie is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 4 years of combined experience in Client Relationship Management and Plan Administration for Defined Contribution Plans. In this role as a CRM, Janie is responsible for providing collaborative servicing assistance to Plan Sponsors and their designated service providers with the continuous goal of offering insights, guidance and support that contribute to her clients’ informed and confident plan navigation.

      Among Janie’s notable career achievement and credentials are:

      • Behavioral Sciences Degree – Cuesta College
      • Retirement Plan Fundamentals – ASPPA Certification

      Outside of the Office

      • Janie lives in Birmingham, Alabama with her husband David and their pet family
        3 dogs – Hidey, Tesla and Pepper and 2 ferrets – Nibbles and Chomp (ferret math is always possible)
      • She loves spending time with her extended family, connecting with the community and enjoying the outdoors
      • Her hobbies include: reading, gardening, cooking, repurposing, crafting and appreciating all things “geeky”

      I’m a loyal and caring person and thrive on new experiences which has ultimately brought me back to the South – born in Pensacola, raised in LA, grew my kids on the Central Coast and made a colorful journey to Birmingham.

      I think of myself as a pretty bubbly and optimistic person who loves to do good for others, and have been known to be very silly when overly tired.

      The things I love most in life are focused on meaningful connections, creative expression, being of service to others and absolutely anything outdoors – especially hashing (a running group focused on fun and giving back to the community).

      I’ve been in Retirement Planning for 4 years, and I truly love my career. This is what I was built for!

    • Jennifer Jernigan, QPA, ERPA Client Relationship Manager

      Direct: 920.750.7513 | Toll Free: 888.872.2364 x 7513  | Fax: 800.459.5815

      Jennifer serves as a Client Relationship Manager at The Retirement Advantage. She brings a unique perspective to the role having worked as Plan Sponsor, Financial Advisor and Third Party Administrator. With 20 years of experience in the industry, she has worked with all types of Plans in both Existing Business and Implementation. She enjoys the challenges of problem solving and project management; producing positive results for clients.

      Her notable Career Achievements and Credentials Include:

      • Bachelor’s Degree in Psychology from the University of West Florida
      • Master’s Degree in Professional Counseling from Liberty University
      • Enrolled Retirement Plan Agent with the IRS since 2012
      • Qualified Pension Administrator with ASPPA since 2014

      Outside the Office:

      Jennifer values faith and family most of all. She leads a weekly Bible Study group, goes to Disney World as often as possible and enjoys living on the Florida Gulf Coast.

    • Jennifer Kaatz Client Relationship Manager

      Direct: 920.831.3318 | Toll Free: 888.872.2364 x3318 | Fax: 800.459.5815

      Jennifer is a CRM at The Retirement Advantage, Inc (TRA ). She has 9 years of 401(k) administration; Plan opening, Recordkeeping and Compliance testing/ 5500. In this role as CRM, Jennifer is responsible for maintaining, retaining and growing excellent customer relationships.

      Among Jennifer’s many notable career achievement and credentials are:

      • Associates Degree in Supervisory Management
      • ASPPA’s Retirement Plan Fundamentals 1 & 2

      Outside of the Office

      • Jennifer lives in Kiel, WI
      • Jennifer has 3 daughters, 2 dogs and 2 cats and a fiancé.
      • When not working Jennifer loves being outside whether it be sunbathing, sitting by the bonfire enjoying an old fashioned, off-roading with their RAZOR, snowmobiling, going on a motorcycle road trip or doing yard work (which is listed last because that’s not as fun to do) Jennifer lives out in the country in the middle of the woods and enjoys the wildlife that frequently ventures through the yard.

      I’m here to help! 

    • Jessica Avery Client Relationship Manager

      Direct: 920.750.7583 | Toll Free: 888.872.2364 x 7583 | Fax: 800.459.5815

      Jessica is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 14 years of experience in the Retirement Plan Administration field.  In 2012, she earned her Enrolled Retirement Plan Agent credential from the IRS. In her role as a Client Relationship Manager, Jessica assists clients in understanding their Plan’s provisions as well as helping clients keep their Plan compliant with current laws and regulations.

      Jessica is a Birmingham, Alabama native and currently resides in Huntsville, Alabama with her husband and two children. She is a graduate of the University of Alabama with a Bachelor of Science Degree in Finance. In her free time, she enjoys watching Alabama Football, hiking, going to the beach, and spending time with her family.

    • Jessica Walzer Client Relationship Manager

      Direct: 920.831.3388 | Toll Free: 888.872.2364 x3388 | Fax: 800.459.5815

      Hi, I’m Jessica Walzer, and I look forward to working with you. Let me tell you a little bit about myself. I’ve been in the industry for more than 10 years supporting retirement plans like yours. My knowledge of plan design, plan administration, and regulatory and compliance matters allows me to provide the service you need to make your job easier! To further expand my retirement plan knowledge, I’m currently working toward essential retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Joe Bernardo Client Relationship Manager

      Direct: 920.831.3397| Toll Free: 888.872.2364 x 3397 | Fax: 800.459.5815

      Joe Bernardo is a Client Relationship Manager (CRM) at The Retirement Advantage, Inc. (TRA). He has 12 years of pension experience in roles as a Compliance Analyst and as a Relationship Manager of 401(k) and 403(b) pension plans. In this role as Client Relationship Manager, Joe is here to help you better understand and achieve the goals of your pension plan. Joe is currently attaining required continuing education credits to reinstate his American Society of Pension Professionals (ASPPA) credentials.

      Among Joe’s many notable career achievement and credentials are:

      • Bachelor of Science, Finance
        • Mitchell College of Business, University of South Alabama,
      • Attained ASPPA Credentials of:
        • Qualified Plan Administrator (QPA) (2010) Pending Reinstatement
        • Qualified 401(k) Administrator (QKA) (2007) Pending Reinstatement

      Outside of the Office

      • Joe lives in Mobile, Alabama
      • Enjoys attending local college sporting events and music festivals with family and friends
      • Added a new born with our 11 year old, both boys
      • Has a rescue hound dog
    • Karen French Client Relationship Manager

      Direct: 920.750.7573 | Toll Free: 888.872.2364, ext. 7573 | Fax: 800.459.5815

      Karen is a Client Relationship Manager at The Retirement Advantage, Inc. (TRA).  She has 12+ years of experience in Retirement Plan Administration, and Compliance for Defined Contribution Plans.  In this role of CRM, Karen is responsible for assisting plan sponsors and advisors with questions they may have regarding the retirement plan, and understanding their plan’s design.

      Among Karen’s many notable career achievement and credentials are:

      • BA from University of Texas in San Antonio with a concentration in business administration

      Outside of the Office

      • I live in San Antonio, and have been married to Jim for over 25 years.
      • My family includes three children, four grandchildren, one great-grandchild & two spoiled cats
      • Member of Coker UMC and a soprano in the Chancel Choir
      • Often you may find me in the small Texas town of Comfort winding down and enjoying the Texas Hill Country
      • Reading and Needlepoint are two of my favorite pastimes when I’m not rooting on the San Antonio Spurs

      I’m usually the hostess of family gatherings.  I love my family, my cats and my faith in God.

      I think of myself as a good listener, a friend you can depend on, quiet and unassuming; although I can be quite loud at sporting events.

      I’ve been in Retirement Planning for over 12 years and I am here to help.

    • Karen Leinbach Client Relationship Manager

      Direct: 920.831.3355 | Toll Free: 888.872.2364, ext. 3355 | Fax: 800.459.5815

      Karen is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 34 years of Qualified Plan experience in all aspects of the industry including consulting, funding, compliance and valuation reporting and customer service.In this role as Client Relationship Manager, Karen is responsible for assisting Plan Sponsors, Plan Advisors and Plan Providersas well as her fellow TRA team members.She helps all involved with a plan to maintain a current and compliant document, optimal plan design and assist Plan Sponsors with the knowledge and know-how they need to administer their qualified 401(k) plan.

      Karen has a BA degree from Appalachian State University and takes exams with ASPPA to further her career.

      Outside of the Office

      I really enjoy genealogy, photography, cooking and baking.

      I’m an avid reader and usually read one to two books a week.My favorite authors are Pat Conroy, Rick Bragg and John Irving. I have two children who have evolved into amazing adults that I enjoy spending as much time with as possible. I am from North Carolina but I have lived in the metro Atlanta area since 1981.

      I think of myself as outgoing and personable to all, but prefer to spend a lot of time alone.

      The things I love most in life are my family and friends and finding that perfect balance of personal satisfaction and service to others.

    • Kate Dreger Client Relationship Manager

      Direct: 920.831.3270 | Toll Free: 888.872.2364 x 3270 | Fax: 800.459.5815

      Kate Dreger is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has been in the Retirement Plan Industry since 2007. In this role as Client Relationship Manager, Kate is responsible for educating and serving as a resource to her clients (both Plan Sponsors and Advisors) and ensuring they have a complete understanding of their plan including design, operation, annual compliance testing, and government filings.

      Kate resides in Green Bay, WI with her husband and two children.  She enjoys the many activities that each season has to offer in Wisconsin.  In the summer it’s time on the lake, swimming, boating and relaxing.  In winter it’s snowmobiling, ice skating and sledding. In the fall its hiking, and in the spring, well she’s just thankful that winter is over (almost).

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Keith Keidl, QKA Client Relationship Manager

      Direct: 920.831.3378 | Toll Free: 888.872.2364 x3378 | Fax: 800.459.5815

      Hi, I’m Keith Keidl, and I look forward to working with you. Let me tell you a little bit about myself. I’ve been in the industry for more than 16 years supporting retirement plans like yours. My knowledge of plan design, plan administration, and regulatory and compliance matters allows me to provide the service you need to make your job easier! To further expand my retirement plan knowledge, I’ve successfully passed essential retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Kelli Davis Client Relationship Manager

      Direct: 920.750.7506 | Toll Free: 888.872.2364 x7506 | Fax: 800.459.5815

      Kelli Davis is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has over 15 years of retirement plan administration experience including compliance, installation and management. In this role as a Client Relationship Manager, Kelli is responsible for communicating vital plan information to clients and advisors and assisting them with resolving issues to ensure excellent customer service is achieved.

      Among Kelli’s many notable career achievements and credentials are:

      • Bachelor of Business Administration from Mississippi State University
      • CompTIA Project Manager Certification
      • Microsoft Office Specialist Certification

      Outside of the Office

      Kelli currently lives in Memphis, Tennessee with her husband, Josh, and two children, Maddi (17) and Mason (4).  She also has 3 Labrador Retrievers; Chief, Blaze and Tank.  In rare moments of downtime, Kelli enjoys rehabbing old furniture, long strolls through craft stores, pop culture trivia and presidential history.  Kelli is a huge fan of both Mississippi State and Dallas Cowboys football.  On weekends in the fall, you can usually find her cheering on (or yelling at) her teams.

    • Kristen McCole Client Relationship Manager

      Direct: 920.831.3355 | Toll Free: 888.872.2364 x3355 | Fax: 800.459.5815

      Kristen  is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has over 20  years of experience in client relationship management, retirement plan administration and compliance for Defined Contribution Plans. In this role as CRM, she is responsible for assisting plan sponsors and advisors with questions they may have regarding the retirement plan, and understanding their customized plan design. Additionally, she maintains knowledge of updated laws and regulations to provide guidance to her clients when needed.

      Among Kristen’s many notable career achievement and credentials are:

      • Bachelor of Science in Human Performance Management  from Immaculata University
      • Certified Paralegal
      • Retirement Plan Fundamentals Part 1 & 2 -ASPPA Certificate

      Outside of the Office

      • Kristen lives  outside of Philadelphia Pennsylvania
      • Kristen and her husband of over 20 years have three kids and two dogs.
      • Kristen loves going to the beach, hiking on trails, multiply sporting events and travel when we can.

      I’m here to help!

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design
      • Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

       

    • Kyle Hazen Plan Administration Team Leader​

      Direct: 920.831.3226 | Toll Free: 888.872.2364 x3226 | Fax: 800.459.5815

      Hi, I’m Kyle Hazen, and I look forward to working with you. Let me tell you a little bit about myself. I’ve been in the industry for more than 15 years supporting retirement plans like yours. My knowledge of plan design, plan administration, and regulatory and compliance matters allows me to provide the service you need to make your job easier! To further expand my retirement plan knowledge, I’m currently working toward essential retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      As Plan Administration Team Leader, I am responsible for providing guidance to a team of CRM’s for the purpose of achieving proactive consultation and exceptional customer service.

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Kylee Hill Plan Administration Team Leader

      Direct: 920.750.7507 | Toll Free: 888.872.2364 x7507 | Fax: 800.459.5815

      Kylee Hill is a Plan Administration Team Leader at The Retirement Advantage, Inc (TRA). She has extensive Retirement Plan experience specifically in consultative plan design, education, and implementation. In this role as Plan Administration Team Leader, Kylee is responsible for providing guidance to a team of CRM’s for the purpose of achieving proactive consultation and exceptional customer service.

      Among Kylee’s many notable career achievement and credentials are:

      • Mississippi State University; B.B.A in Business
      • 2017 Top Producer
      • 2016 Top Revenue Producer & 2016 Rookie of the Year

      Kylee, her husband (Michael), son (Pierce), 200lbs of canine kids (Pete & Savvy), along with one feline terror (Mae) live in Madison, MS. Family comes first and you will almost always find them together whether it be boating on the lake, hunting, or wrapped up in a highly competitive game night! Kylee is also an avid reader, “ath-leisure” aficionado, and loves the beach or a cozy lake house.

      I think of myself happy and fulfilled person, although I’ve also been known to “sweat the small things” a time or two.

      The things I love most in life are my faith in God, my family, and my friends.

      I’ve been in the Retirement Industry since 2010, and I really love it.

    • Laura Sehm Client Relationship Manager

      Direct: 920.831.3384 | Toll Free: 888.872.2364 x3384 | Fax: 800.459.5815

      Hi, I’m Laura Sehm, and I look forward to working with you. Let me tell you a little bit about myself. I’ve been in the industry for more than 20 years supporting retirement plans like yours. My knowledge of plan design, plan administration, and regulatory and compliance matters allows me to provide the service you need to make your job easier!

      Among Laura’s many notable career achievement and credentials are:

      • Associates of Business Administration, Monroe Community College
      • Bachelor of Science in Management/Finance, St. John Fisher College
      • ASPPA Retirement Plan Fundamentals Certification I & II, DC-1

      Outside of the Office
      When she’s not servicing TRA clients, you can find her spending time with family and friends at her cabin in the Southern Tier area of New York.  Laura enjoys campfires, hunting, hiking in the woods, and entertaining with friends and family whenever possible.  Laura lives in Upstate New York with her husband, two children and two and Labrador Retrievers.  Laura has also been a volleyball and baseball mom for over 6 years.

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Lisa Atkinson, QKA Client Relationship Manager

      Direct: 920.750.7515 | Toll Free: 888.872.2364 x7515 | Fax: 800.459.5815

      Lisa Atkinson is a Client Relationship Manager with The Retirement Advantage, Inc (TRA). She has just under 20 years of experience in the TPA industry. In this role as Client Relationship Manager, Lisa is responsible for working directly with clients to answer any questions or concerns, discuss yearend processes and procedures, go over yearend testing and help with the federal filings of Form 5500.

      Among Lisa’s many notable career achievement and credentials are:

      • Baker College of Owosso- Associates in Accounting
      • QKA ASPPA Credentials

      Outside of the Office

      • I have 4 children, 3 grandchildren and too many dogs
      • My favorite things to do are spend time with my grandkids, go for walks and gardening
      • I love to be outside doing any kind of yardwork. I live in the country, so I find it very peaceful.
      • I think of myself as outgoing, I love to start conversations with strangers.
      • The things I love most in life are my family and traveling to see them.
      • I’ve been in the Third-Party Administrator field for many years and I really love it!

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Lori Markert Client Relationship Manager

      Direct: 920.750.7520 | Toll Free: 888.872.2364 x 7520 | Fax: 800.459.5815

      Lori Markert is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 30 plus years of retirement plan experience in design, installation, administration and client servicing of all types of retirement plans, including Defined Contribution, Cash Balance Plans, and specializing in Multiple Employer Plans. In the role as Client Relationship Manager, Lori’s primary duty is to serve as the primary Client Relationship Manager for a select group of TRA’s clients.  Lori functions as a liaison between the Plan Sponsor, the Advisor, and TRA.  She proactively discusses annual compliance requirements, including all testing and government reporting, educating and providing solutions and consultation when necessary.  Lori’s broad retirement experience offers our TRA’s clients and advisors a wealth of information.

      Among Lori’s many notable career achievement and credentials are:

      • Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) designation from the American Society of Pension Professionals and Actuaries (ASPPA)
      • Attained her license with the state of Michigan for Life & Health Insurance
      • Member of the NAPEO – The National Association of Professional Employer Organizations

      Outside of the Office

      When she’s not servicing TRA clients, you can find her spending time with family and friends at her northern Michigan lake house.  Lori enjoys reading, knitting, gardening, boating, snowmobiling, hunting and fishing.  Lori lives in southeast lower Michigan, with her husband, Roger; two sons, Brenton and Clayton; and Labradors, Gauge and Bear.  Lori and her husband volunteer time at their church and local scouting program.

      Note from the CRM

      Whether you need a quick response to a basic question or plan guidance, my goal is to make your job easier.  I look forward to providing my knowledge and excellent customer service to your retirement plan.

    • Lisa diBenedetto Client Relationship Manager

      Direct: 920-831-3396 | Toll-Free: 888.872.2364, ext. 3396 | Fax: 800.459.5815

      Lisa diBenedetto is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 17 years of retirement plan experience in plan administration, plan conversions and client service. In this role as CRM, Lisa is responsible for assisting clients with smooth operation of their retirement plans.

      Among Lisa’s many notable career achievement and credentials are:

      • Bachelor of Business Administration, University of Mississippi
      • Cannon Financial Institute, Retirement Plan Services

      Outside of the Office:

      • Lisa lives on the Mississippi Gulf Coast. When not in the office she enjoys biking, long walks and reading.
      • She thinks of herself as a quiet person. She mostly enjoys spending time with family and friends- dining with good conversation and laughter.
      • The things Lisa loves most in life are learning more about my faith, long walks and my dachshund Pedro.
    • Liz Oppat Client Relationship Manager

      Direct: 920.831.3240 | Toll Free: 888.872.2364 x 3240 | Fax: 800.459.5815

      I am a Client Relationship Manager at The Retirement Advantage, Inc (TRA). There are currently 6 years of experience in customer service under my belt, and the last 4 years have been spent in the retirement industry with TRA. In this role as a Client Relationship Manger, I am here to assist you in answering questions on any plan provisions, documents and forms, and compliance testing. I have passed the Retirement Plan Fundamentals testing and actively study administration updates to ensure I can provide accurate and exceptional service.

      Outside of the Office

      I live in Wisconsin and spend my free time playing and running various roleplaying games with friends such as Dungeons and Dragons and Pathfinder. When I am not using free time to research for current campaign plot points and character creation, I enjoy playing video games and walking on trails when the weather is nice enough. I do have a cat named Kimchi and plan to grow my pet family in the future. Having animals around has always been important to me. When I was growing up I always had pets in my life as family and I think they add so much to our lives when we care for them. My cat Kimchi is basically considered my familiar as she does follow me everywhere around the house and needs to be ‘helping’ me in any endeavor I may have like cooking or watching TV.

    • Luke Radimer, QPA, ERPA Client Relationship Manager

      Direct: 920.831.3375 | Toll Free: 888.872.2364 x 3375 | Fax: 800.459.5815

      Luke Radimer is a Client Relationship Manager (CRM) at The Retirement Advantage, Inc (TRA) with more than 16 years’ experience administering and delivering excellent customer service, comprehensive analysis and innovative solutions on retirement plans to clients. In this role Luke is responsible for building and strengthening relationships with clients by utilizing industry understanding and regulatory expertise to provide value-added consultative services to our clients. He’s also a 3(16) Product Specialist and plays an integral role in growing and improving TRA’s 3(16) product by partnering with new Plan Providers, generating new ideas and improving processes.

      Luke’s many notable career achievements and credentials include:

      • Stony Brook University, Bachelor of Sciences in Business Administration and Economics
      • Qualified Pension Administrator Certification
      • Enrolled Retirement Plan Agent Credential
      • Professional in Human Resources Certification
      • Six Sigma Black Belt trained
      • Series 7 & 63 Licenses

      Outside of the Office

      Luke lives in Boise, ID and when he is not servicing your plan you can find him taking advantage of the numerous outdoor activities the area is known for such as mountain biking, hiking and whitewater rafting to name a few, most of which he is accompanied with by his dog Piper.

    • Maria Ferrara Client Relationship Manager

      Direct: 920.831.3282 | Toll Free: 888.872.2364 x3282 | Fax: 800.459.5815

      Hi, I’m Maria Ferrara, and I look forward to working with you. Let me tell you a little bit about myself. I’ve been in the industry for more than 22 years supporting retirement plans like yours. My knowledge of plan design, plan administration, and regulatory and compliance matters allows me to provide the service you need to make your job easier! To further expand my retirement plan knowledge, I’m currently working toward essential retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      I’m here to help! 
      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Maria Rangle Client Relationship Manager

      Direct: 920.831.3229 | Toll Free: 888.872.2364 x 3229 | Fax: 800.459.5815

      Maria is a Client Relationship Manager (CRM) at The Retirement Advantage, Inc (TRA).  She has multiple years of customer service experience as a former 911 Dispatcher, receptionist and implementation specialist.  In this role as Client Relationship Manager, Maria is responsible for continuing to build successful relationships with clients and advisors as well as all other partners involved in the 401(k) process.

      Among Maria’s many notable career achievement and credentials are:

      • Attended Northcentral Technical College
      • Completed the Retirement Plan Fundamentals course

      Outside of the Office:

      • Maria enjoys her fur-baby, Jackie (8-year old Chesapeake Bay Retriever)
      • Gardening, Bird watching, walking, reading and learning new information

      She thinks of herself as an energetic, happy and enthusiastic person, although she’s also been known to quiet when the situation calls for it.

      The things Maria loves most in life are the earth we live on, her family (including Jackie) and her opportunity to make a difference while she is here.

      Maria has been in the retirement services profession for 4 years, and enjoys learning and growing in her role as a Relationship Manager.

    • Matthew Kempen Client Relationship Manager

      Direct: 920.831.3252 | Toll Free: 888.872.2364 x 3252 | Fax: 800.459.5815

      Matt Kempen is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). He has eight years of Retirement Plan experience specifically in plan administration, education and trust services. In this role as Client Relationship Manager, Matt is responsible for prompt attention to our internal and external customers (Plan Sponsors, Advisors and co-workers) and assisting them with any retirement question or need.

      Among Matt’s many notable career achievement and credentials are:

      • Finance Degree from University of Wisconsin-Whitewater
      • RPF Certificate
      • Currently working towards his QKA

      Matt lives in Greenville, WI with his lovely wife Brittany, daughter Leah (3) and son Everett (1).  When he is not in the office you can find him spending time with family and friends, playing basketball or watching the Green Bay Packers play!

      He thinks of himself as a very energetic person, with a passion to help people and a caring demeanor.

      The things Matt loves most in life are God, family and food.

      I’ve been providing retirement service assistance for eight years, and I really enjoy helping people.

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Melissa Berryhill Client Relationship Manager

      Direct: 920.831.3359 | Toll Free: 888.872.2364 x3359 | Fax: 800.459.5815

      Melissa is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 16+ years of sales and marketing experience with 4 years in the Retirement industry.  In the role as CRM, Melissa is responsible for assisting Plan Sponsors and Financial Advisors with the administration and compliance related responsibilities of their retirement plans.

      She is a devoted mother who loves spending time with her son.  She was born and raised in Mississippi and loves sports, dancing, and movies.  Her personality is one that is a care giver and she enjoys helping others.

      The things she loves most in life are God, her family, her pets, including her granddog, and her friends.

    • Milenka Washington Client Relationship Manager

      Direct: 920.831.3340 | Toll Free: 888.872.2364 x3340 | Fax: 800.459.5815

      Milenka Washington is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 16+ years of retirement experience in plan administration, conversion and customer service. In this role as Client Relationship Manager, Milenka Washington is responsible for helping clients understand their plan and how to administer it.

      Among Milenka’s many notable career achievement and credentials are:

      • BS in Business, Business Administration from Faulkner University, Montgomery AL
      • Retirement Plan Fundamentals Part 1 & 2- ASPPA Certificate
      • Bilingual Spanish/English

      Outside of the Office

      • Milenka lives in Mobile, AL has been married to her high school sweetheart Joshua for 27 years.
      • Has two sons Marcelo(22) and Mauricio(20)
      • Parishioner of St. Dominic Catholic Church Mobile AL

      I think of myself as friendly and outgoing. The things I love the most are to spend time with family, and friends. I also enjoy traveling and getting to know other cultures and experience new things.

      A quote I keep present at all times is: It is better to take a risk than do nothing and regret it for the rest of your life.

    • Patty Graham Client Relationship Manager

      Direct: 920.831.3222 | Toll Free: 888.872.2364 x3222 | Fax: 800.459.5815

      Hi, I’m Patty Graham, and I look forward to working with you. Let me tell you a little bit about myself. I’ve been in the industry for more than 18 years supporting retirement plans like yours. My knowledge of plan design, plan administration, and regulatory and compliance matters allows me to provide the service you need to make your job easier! To further expand my retirement plan knowledge, I’m currently working toward essential retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Peter July Client Relationship Manager

      Direct: 920.831.3272 | Toll Free: 888.872.2364 x 7544 | Fax: 800.459.5815

      Hi, I’m Peter July and have worked in the retirement plan industry for 15 years.  I am a former ASPPA Certified QKA 401(k) Administrator and received my Master’s Degree from University of Wisconsin – Milwaukee.

      Outside of the office:

      I live in Milwaukee, Wisconsin with my friendly fat calico cat named Chutney. I love reading and am usually making my way through 2 or more books at any given time. I spend time tending my vegetable and flower gardens, hiking through Wisconsin’s state parks, collecting comic books, and following the Milwaukee Brewers.

      I am here to help:

      I love to collaborate with my clients to provide personalized service and enhance our mutual desire to provide the best retirement plan experience for companies and their employees.

    • Rachel Audirsch Client Relationship Manager

      Direct: 920.831.3358 | Toll Free: 888.872.2364 x 3358 | Fax: 800.459.5815

      Rachel comes to TRA with 10 years of experience in the retirement pension industry. Having begun her career on the non-ERISA side of the industry. She quickly worked her way up from Customer Service, assisting plan participants with their individual retirement accounts to assisting plan sponsors with the administration of their employer sponsored retirement plan(s). For six years she worked primarily with 403(b) and 457 plans and has since expanded on her career. For last four years she has been working mainly with qualified 401(k) ERISA Plans. She has obtained her ASPA certificate in Retirement Plan Fundamentals and has been in a Client Relationship Manager role for the last 8 years.

    • Sam Koppula, ARPS Client Relationship Manager

      Direct: 920.831.7546 | Toll Free: 888.872.2364 x7546 | Fax: 800.459.5815

      Sam is a Client Relationship Manager (CRM) at The Retirement Advantage, Inc (TRA). He has 18 years of Defined Contribution experience in Relationship Management, Installation, and Plan Administration. In this role as CRM, Sam is responsible for daily plan support for over 200 clients.

      Among Sam’s many notable career achievement and credentials are:

      • ARPS Certification (Accredited Retirement Plan Specialist) received from the Society of Professional Asset-Managers and Recordkeepers
      • RPF1 & RPF2 Designations from ASPPA (American Society of Pension Professionals & Actuaries
      • Learning to Lead Course completion for Senior Plan Administrators (Boston Financial)
      • Sentinel Benefits & Financial Group STAR Award.

      Outside of the Office

      • Sam lives in New Jersey
      • Has two small kids
      • Is a Yankees, Knicks, Giants, Celtics,
      • Sneaker Collector

      I’m a hardworking, patient, and devoted father from Northern New Jersey, which is about 20 minutes from New York City.

      I think of myself as a quiet, humble person, although I’ve also been known to get loud when my sports teams are winning.

      The things I love most in life are my family, basketball, sneakers, and my truck.

      I’ve been In the Retirement Industry for over 18 years, and I really love helping people.

    • Sonia Fields, QKA Client Relationship Manager

      Direct: 920.750.7545 | Toll Free: 888.872.2364 x7545 | Fax: 800.459.5815

      Sonia Fields entered the retirement plan industry in 1996 and has experience working on defined contribution plans.   She currently holds the professional designation of Qualified 401(k) Administrator (QKA) granted by the American Society of Pension Professionals and Actuaries (ASPPA).  What she loves most about this industry is that it allows her to meet many interesting and fascinating people.

      In her spare time, Sonia treasures time with family and friends.  She is a devoted wife and mother of two.

      Sonia is also a foodie!  She was raised in north Louisiana, and there was always plenty to eat.

      Sonia welcomes the opportunity to provide services for your plan.

    • Stephanie Franklin Client Relationship Manager

      Direct: 920.831.3208 |Toll Free: 888.872.2364, ext. 3208 | Fax: 800.459.5815

      Stephanie Franklin is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has 15 years of client relationship management experience in personal and retirement investing and retirement plan administration. In this role as Client Relationship Manager, Stephanie Franklin is responsible for providing plan sponsors and advisors with assist managing and maintaining their retirement plan to making their jobs easier.

      Among Stephanie’s many notable career achievement and credentials are:

      • Associate’s Degree from Florida State College
      • Retirement Plan Fundamentals Part 1& 2, ASPPA Certificate

      Outside of the Office

      • Stephanie lives in Florida with her husband David
      • She has a Boxer named Ruger
      • She enjoys watching all kinds of sports, going to the beach, and taking her dog to the park

      When she is not in the office you can find her spending time with her husband and traveling to new places.

      She’s a wife, reliable friend and fur baby Mom from Florida and is happy to have returned to her home state after living in North Carolina for a few years.

      She thinks of herself as an outgoing and thoughtful person, although she has also been known to be silly when around friends and family.

      The things Stephanie loves most in life are her family, hanging out with friends and traveling.

      She’s been a relationship manager for 10 years, and she really loves what she does.

    • Stephen Canter, QPA Client Relationship Manager

      Direct: 920.831.3363 | Toll Free: 888.872.2364 x 3363 | Fax: 800.459.5815

      Stephen is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). He has more than 25 years of experience in qualified retirement plan administration, consulting, and plan design for companies across many industries. Stephen has extensive experience with 401(k) plans, Safe Harbor 401(k) plans, Cross tested allocations and Employee Stock Ownership Plans (ESOPs) amongst other plan types. In this role as Client relationship Manager, Stephen is responsible for helping clients have the plan design that best fits their needs and be the client concierge, answering questions, accessing resources and adhering to deadlines while keeping clients on track and on time with the highest level of customer service.

      Among Stephen’s notable career achievement and credentials are:

      • BS in Secondary Mathematics Education from North Carolina State University
      •  Qualified Pension Administrator (QPA) designation from ASPPA
      • Published author in the Journal of Pension Benefits
      • Assisted in the development of ASPPA’s Employee Stock Ownership Plan Administration Certificate program

      Outside of the Office

      • Stephen lives in Fishers, Indiana with his wife Kristine.  Parents of three children Taylor, Sarah (Married Ronnie 11/21/2020) and Thomas.    They adopted Max, a Shih tzu-Maltese mix, through a rescue program.
      • He is an avid fan of North Carolina State University (Go Wolfpack!).
      • Stephen enjoys cooking, playing disc golf, trying new craft beers, and volunteering.
      • He volunteers at his via various activities of the Brotherhood of St. Andrew Men’s Club. He has been volunteering in jail and prison ministry since 2011.

      I’m here to help! 

      I’ll serve as your single point of contact at TRA to ensure a seamless partnership with you and your plan advisor focused on your retirement plan needs. Whether you need a quick response to a basic question or ongoing guidance, my goal is to make your job easier. I’ll work with you on a wide range of services including:

      • Answering day-to-day administrative questions about your plan
      • Keeping you up-to-date on key regulatory and compliance matters
      • Providing training on TRA services and resources
      • Consulting on plan design

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Steven Renner Client Relationship Manager

      Direct: 920.831.3392 | Toll Free: 888.872.2364 x 3392 | Fax: 800.459.5815

      Steven is a Client Relationship Manager at The Retirement Advantage. He started in June 2019 in our Processing Dept. and knew right away Client Relations was his calling. He came to the team in January 2020 as a Client Relationship Associate and became a Client Relationship Manager April 2021. Steven is here to assist with questions regarding plan documents and forms, provisions, and compliance testing.

      Amongst Steven’s many notable career achievements and credentials are:

      • 5 years of Army service with 1 combat tour to Afghanistan
      • B.A. Finance from University of Wisconsin – Green Bay
      • Retirement Plans Fundamentals Certificate
      • Currently working towards QKA certificate

      Steven currently resides in Appleton, WI with his dog Henry. When not in the office you can find him and Henry on walks/hikes, playing golf, driving all over the country, or jamming out to a good tune.

    • Stephen Switzer Plan Administration Team Leader

      Direct: 920.750.7501 | Toll Free: 888.872.2364 x7501 | Fax: 800.459.5815

      Stephen is a Plan Administration Team Leader at The Retirement Advantage, Inc (TRA). He has 8 years of experience in Client Relationship Management, Retirement Plan Administration, and Compliance for Defined Contribution Plans. In this role as CRM, Stephen is responsible for assisting plan sponsors and advisors with questions they may have regarding the retirement plan, and understanding their plan’s design. Stephen also maintains knowledge of updated laws and regulations, in order to provide guidance and recommendations to clients when needed.

      As Plan Administration Team Leader, I am responsible for providing guidance to a team of CRM’s for the purpose of achieving proactive consultation and exceptional customer service.

      Among Stephen’s many notable career achievement and credentials are:

      • Bachelor Degree in Psychology – University of South Alabama 2009
      • Bachelor Degree in Accounting – University of South Alabama 2013
      • Retirement Plan Fundamentals – ASPPA Certification
      • Uniform Investment Advisers Law Examination Series 65 – FINRA

      Please contact me with any questions you may have so I can best support your plan today, tomorrow and well into the future.

      Thank you for the opportunity to provide service to you and your retirement plan!

    • Terrie Joyner Client Relationship Manager

      Direct: 920.831.3345 |Toll Free: 888.872.2364, x 3345 | Fax: 800.459.5815

      Terrie is a Client Relationship Manager at The Retirement Advantage, Inc (TRA). She has over 25 years of customer service experience including the last 13 years in retirement plans. In this role as CRM, Terrie is responsible for assisting plan sponsors and advisors with day-to-day plan administration. In addition, she will provide solutions for plan issues, guidance when plan design is needed, and updates regarding key regulatory and compliance matters to name a few.

      Terrie has the following credentials:

      • Retirement Plan Fundamentals Part 1 & 2, ASPPA Certificates

      Outside of the Office

      She is a devoted mom of a 27-year-old son and 24-year-old daughter. She and her husband have been married 29 years and reside in Mobile, Al. where she was born and raised.

      When she is not in the office, you can find Terrie enjoying the great outdoors especially fishing and hunting with her family.  They are also dedicated Alabama Crimson Tide fans who make the trip to Tuscaloosa several times a year to enjoy all that is “Alabama”.

      Note from the CRM

      Whether you need a quick response to a basic question or plan guidance, my goal is to make your job easier. I look forward to providing my excellent customer service to your retirement plan.

    • Tyler Smet Client Relationship Manager

      Direct: 920.831.3206 | Toll Free: 888.872.2364, x 3206 | Fax: 800.459.5815

      Tyler Smet is a Client Relationship Manger at The Retirement Advantage, Inc (TRA). He has 2 years of retirement experience in plan administration, customer service and processing. In this role as Client Relationship Manager, Tyler Smet is responsible for helping clients maintain their retirement plan by answering any questions they have and helping in completing the year-end compliance testing and government forms.

      Among Tyler’s many notable career achievements and credentials are:

      • BBA in Finance from the University of Wisconsin-Oshkosh

      Outside of the Office

      I live in Wisconsin with my fiancé Stephanie and black lab named Larry. I love to play and watch sports, especially soccer and football. My favorite teams are the Texans, Brewers, Bucks and Chelsea (Soccer). I also love a good movie, show or book. My favorites are V for Vendetta, Game of Thrones/Breaking Bad, and favorite author is Kurt Vonnegut.

      I’m a loyal, caring, and patient person that tries to do my best for others.

      I think of myself as a shy person but become more outgoing once I get to know and talk to a person more.

      The things I love most in life are my family and friends. I wouldn’t be the person I am today without them.

    • Whitney Stanley Client Relationship Manager

      Direct: 920.750.7588 | Toll Free: 888.872.2364 x 7588 | Fax: 800.459.5815

      Hi, I am Whitney Stanley. I have worked in the Retirement industry for 4 years. I have experience in plan design, compliance analysis, and government forms. To further expand my retirement plan knowledge, I am currently working toward essential retirement plan industry examinations from the American Society of Pension Professionals & Actuaries (ASPPA).

      • Associate Degree in Business Administration/Computer Accounting
      • Retirement Plan Fundamentals Part 1 & 2 – ASPPA Certificate

      Outside of the Office

      I live in Tennessee with my husband, 5 children, and dog. I love a good family night that consists of board games or movies. I enjoy being out on the lake boating, swimming, and camping. I enjoy gathering as a family to grill out and play cornhole. I enjoy traveling to the beach or taking a shorter road trip up to the mountains.

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