Craig Harm, the new Key Account Manager for The Retirement Advantage

TRA is delighted to announce that Craig Harm has been appointed as Key Account Manager

APPLETON, WIS. (January 24, 2019) – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services provider is pleased to announce the addition of Craig Harm, in a newly created position as Key Account Manager. Harm’s primary focus will be developing, servicing and growing trusted relationships with a portfolio of major record-keeping, institutional investment, broker-dealer and payroll partners. He will report to Jeff Schreiber, TRA’s Director of Sales.

“We are delighted to welcome Craig to an already strong team and look forward to having our partners and clients receive added value through the experience and insights he brings. Craig is a respected addition to our growing business and will be playing a key role in ensuring the success of TRA,” said Schreiber.”

Harm joins TRA with over three decades of expertise in the financial services industry. Craig had multiple roles with Fidelity Institutional Asset Management Division as SVP Relationship Manager, SVP Divisional Sales Manager and Wholesaling experience.

His knowledge and insights will be advantageous to our clients and partners, ensuring they receive the best service and the unique benefits TRA has to offer. Harm will provide strategic thought leadership with TRA’s management and sales teams to identify new business prospects, extract more opportunities from current partners, find new ways to extend market position, as well as, build and leverage relationships to facilitate long-term value.

“I am excited to be joining the team and representing the brand that is driven by such a relevant and growing purpose,” asserted Harm. In addition to a great team culture, TRA has always stood out to me as a company leading the way in the industry.”

Harm received a bachelor’s degree from Oklahoma State University and his master’s in business administration from University of Dallas.  Harm has his FINRA Security Licenses – Series 24, 7, 6 and 63 Registrations.

About The Retirement Advantage, Inc.:

TRA, based in Wisconsin, is a national retirement services company, who provides third party administration and fiduciary services to financial advisors, wealth managers and businesses of all sizes. Our 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 8,000 plan sponsors with more than $8 billion in retirement assets under our administration. You can count on us to deliver on time, on budget, and with precise attention to detail. Learn more about our industry leading TPA solutions.


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