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View More Press Releases by The Retirement Advantage [TRA]

Press release:

TRA Adds Another Retirement Plan Expert to Sales Staff

Issued by: The Retirement Advantage [TRA]

Date: Aug. 3, 2016

The Retirement Advantage, Inc. (TRA), an industry-leading retirement plan solutions provider is pleased to announce the hiring of Mark Lewis as their Regional Sales Consultant (RSC) covering Texas, Oklahoma, and Louisiana, reporting to Craig Mazzini, National Sales Manager of TRA.

Lewis will be responsible for partnering with financial advisors and wholesalers by designing and implementing optimal retirement plans for privately-held businesses with 1 - 1,000 employees.

Lewis has 15 years of expertise in the financial services industry. For the past several years he was in major account sales for ADP Retirement Services. Prior to his role at ADP, Lewis served as vice president of sales with Castle Rock Innovations and Nationwide Financial. He was also a regional sales consultant for American United Life Insurance Company.

“With his expertise in retirement plan sales strategy, advisor practice management, marketing and communications, Mark will enhance the service and support we’re able to provide to our advisors in the region,” said Mazzini. “We are excited about the fresh perspective that Mark brings to TRA”.

"We selected Mark not only for his impressive track record, but also for his commitment to client service and support. Financial professionals will be able to count on Mark and TRA for help with prospecting new clients, selecting the best products, closing the sale and supporting the account going forward," said Mazzini. "With a dedicated national sales force, TRA is able to offer its high-quality, flexible retirement products to a broader audience of financial advisors and plan sponsors."

Lewis acquired his bachelors in finance from Indiana University at Bloomington. Lewis has his FINRA Series 6 and 7 License and FINRA Series 63; and AIF®-Accredited Investment Fiduciary, Center For Fiduciary Excellence.

About The Retirement Advantage:
For the past 20 years, The Retirement Advantage, Inc. (TRA) has been 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, 350,000 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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