Phil Kennedy representing TRA once again
APPLETON, WIS. (February 19, 2020) – The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading retirement plan solutions provider is pleased to announce the re-hiring of Phil Kennedy as their latest Regional Sales Consultant, covering a territory that includes Colorado, Utah, Montana, North Dakota, South Dakota and Wyoming. Kennedy will report to Jeff Schreiber, Director of Sales with TRA.
Kennedy will be responsible for partnering with industry leading plan advisors, recordkeeping wholesalers and plan providers in the retirement plan arena. His primary focus will be on the design and implementation of optimal employer sponsored retirement plans for both the private and public (not-for-profit) sectors of the market, ultimately looking to satisfy the design goals of the business owner as well as their employees.
“TRA is a great company that’s on the move. I’m pleased to be back as part of such an awesome team and excited to roll up my sleeves and continue to push TRA forward,” stated Kennedy. “I’m committed to providing a level of service that is professional, timely and effective to help all parties make a well-informed decision regarding the design and administration of their plan.”
Kennedy has worked in the financial services and retirement plans industries for 13 plus years. Phil most recently was employed as a Regional Sales Rep for Ameritas and has now returned to TRA. Prior to TRA, he held various sales roles with Lincoln Trust, Great West Financial and a regional TPA.
‘With his expertise in retirement plan design, advisor practice management, marketing and communications, Phil will enhance the service and support we’re able to provide to our advisors in the region,” said Schreiber. “We are delighted to have him re-join our sales team.”
Kennedy graduated from Metropolitan State University of Denver with a Bachelor of Science degree in Finance and Financial Management Services. He currently holds the FINRA Series 7 and 63 securities licenses.
About The Retirement Advantage, Inc.:
TRA, based in Wisconsin, is a national retirement services company providing third-party administration and fiduciary services to financial advisors, wealth managers and businesses of all sizes. An on-going commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third-party administrators in the nation. We proudly serve more than 8,500 plan sponsors with more than $8.5 billion in retirement assets under administration.