Industry Veteran Returns to Lead TRA’s National Sales Strategy, Advisor Relationships and Strategic Partnerships
APPLETON, Wis. (August 25, 2026) — The Retirement Advantage, Inc. (TRA)®, a leading national retirement services company, announced that Jeff Schreiber has returned to TRA as Vice President of National Sales & Distribution. He will report to Matt Schoneman, President of TRA. Schreiber’s return reflects TRA’s continued investment in expanding its national distribution capabilities, strengthening advisor and recordkeeper partnerships, and creating additional growth opportunities across the retirement plan market.
In this role, Schreiber will lead TRA’s national sales organization and distribution strategy, with responsibility for developing the sales team, strengthening relationships with financial advisors and recordkeeping partners, and expanding strategic partnerships. He will also help TRA identify new opportunities to bring its retirement plan consulting, administration and fiduciary capabilities to advisors and plan sponsors nationwide.
“I’m excited to return to TRA at an important point in the company’s growth,” said Schreiber. “TRA has an outstanding reputation for retirement plan expertise, strong advisor and recordkeeper partnerships, and a commitment to service. I’m looking forward to working with the sales team to build on that foundation, deepen our relationships across the industry and create new opportunities for TRA and the partners we serve.”
Schreiber brings more than 25 years of leadership experience in retirement consulting, financial planning and fiduciary services. Most recently, he served as President of Opus Capital Management, leading client strategy and supporting the firm’s advisor and plan sponsor platforms. Before Opus, Schreiber held senior distribution and business development roles with MassMutual, Principal Financial Group and Fidelity Investments, strengthening advisor relationships and expanding retirement plan market reach.
Schreiber previously served at TRA from 2018 to 2023, initially as Director of Sales and later as Vice President of Distribution. During his previous tenure, he helped lead TRA’s national distribution strategy, expand advisor relationships and drive business development across the organization.
“Jeff brings a unique combination of knowing TRA and our industry extremely well while also bringing back additional leadership, consulting and fiduciary experience gained since he was last with us,” said Schoneman. “He understands our culture, our partners and what differentiates TRA. Just as importantly, he knows how to build relationships and develop sales organizations. We believe he is the right leader to help us strengthen our distribution strategy and drive the next stage of TRA’s growth.””
Schreiber earned a bachelor’s degree in business administration from The Ohio State University and his Juris Doctor from Capital University Law School. He also holds the Chartered Financial Consultant and Chartered Retirement Planning Counselor designations.
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