APPLETON, WIS. (October 10, 2017) – The Retirement Advantage, Inc. (TRA), an industry-leading, employee benefits consulting and technology provider, is pleased to announce the creation of multiple new positions, in addition to several well-deserved promotions that broaden our leadership team and expand the firm as a whole. The professionals who have been promoted are:
In addition, three individuals have been promoted from Client Relationship Managers (CRM’s) to Plan Administration Team Leaders. Our Team Leaders are responsible for providing guidance to a team of CRM’s for the purpose of achieving proactive consultation and exceptional customer service.
"These promotions recognize staff members who exemplify the highest standards of performance and achievement as well as inspire excellence in others." said Matt Schoneman, President of TRA.
"We are extremely fortunate to have such an exceptional group of individuals. We are excited to see the impact their leadership will have on our high performing teams as well as our clients’ service experience." says Michelle Zentner, Director of Operations.
TRA, based in Wisconsin, is an independently owned third party administration (TPA) firm who delivers proficiency in the administration, consultation, compliance and fiduciary governance of retirement plans for privately held businesses nationwide. Currently TRA provides service to more than 6,000 plan sponsors, 350,000 plan participants and have more than $6 billion in retirement Assets Under our Administration (AUA).
Bill Sunagel | Marketing and Communication Director
The Retirement Advantage, Inc.