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View More Press Releases by The Retirement Advantage [TRA]

Press release:

TRA Announces New Regional Sales Consultant Phil Kennedy is now representing The Retirement Advantage

Issued by: The Retirement Advantage [TRA]

Date: Apr. 5, 2016

APPLETON, WIS. (April 5, 2015) – The Retirement Advantage, Inc. (TRA), an industry-leading retirement plan solutions provider is pleased to announce the hiring of Phil Kennedy as their latest Regional Sales Consultant, covering a territory of Colorado, Utah, Nebraska, Wyoming, North and South Dakota. Kennedy will report to Craig Mazzini, National Sales Manager of TRA.

Kennedy will be responsible for partnering with industry leading plan advisors and plan providers in the retirement plan industry; designing and implementing optimal employer-sponsored retirement plans, for privately-held businesses with 1 - 1,000 employees, that fulfill the goals of the business owner and their employees.

“TRA is a great company that’s on the move. I’m pleased to be 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 eight (8) plus years. For the past several years he has held various sales management roles with Lincoln Trust and Great West Financial and most recently, 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 Craig Mazzini. “We are delighted to have him 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:
The Retirement Advantage, Inc. (TRA) is a premier third party administrator that specializes in administration; consultation and compliance of retirement plans for small, privately held businesses nationwide. Currently TRA services more than 5,500 plan sponsors, 300,000 plan participants and has more than $5 billion in retirement assets under its administration. For additional information, please visit www.tra401k.com.

TRA’s free mobile app is available for download from Apple’s iTunes Store and the Google Play Store simply by searching for “The Retirement Advantage.”

###

Media Contact:
Craig Mazzini, National Sales Manager
The Retirement Advantage, Inc.
Craig.Mazzini@tra401k.com
920.831.3356

View More Press Releases by The Retirement Advantage [TRA]


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