Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Administrator

Retirement Solutions Specialists
(Remote / Jacksonville FL / Hybrid)

Retirement Solutions Specialists logo

Senior Retirement Plan Administrator

Strongpoint Partners

Strongpoint Partners logo

Plan Document Specialist

Strongpoint Partners
(Hunt Valley MD / Hybrid)

Strongpoint Partners logo

Senior Specialist, 401k Recordkeeping

T Bank N.A.
(Dallas TX / Hybrid)

Defined Contribution Account Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Senior Defined Contribution Account Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Pension Plan Administrator

DeMars Pension Consulting Services, Inc.
(Remote / Overland Park KS / Hybrid)

DeMars Pension Consulting Services, Inc. logo

Enrolled Actuary

Concierge Retirement Services, Inc.

Concierge Retirement Services, Inc. logo

Retirement Plan Consultant

Concierge Retirement Services, Inc.

Concierge Retirement Services, Inc. logo

ERISA Compliance Consultant

Employee Fiduciary, LLC
(Remote / AL)

Employee Fiduciary, LLC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

Press Releases by Date   |   Press Releases by Company Name

View More Press Releases by TRA [The Retirement Advantage]

Press Release

TRA Reunites with Stephen Switzer as the Newest Regional Plan Consultant

Issued by TRA [The Retirement Advantage]

Oct. 2, 2023

Experienced Financial Professional to Spearhead Consulting Services in the Southeast

APPLETON, WI  – The Retirement Advantage, Inc. (TRA), a leading provider of retirement plan solutions, is pleased to announce the appointment of Stephen Switzer to its Regional Plan Consulting (RPC) team. Switzer will assume the role of RPC, serving clients in Alabama, Florida, Georgia, Louisiana, Mississippi, the Carolinas, and Tennessee. He will report directly to Darin Erdmann, TRA’s Director of Sales & Distribution.

Stephen returns to TRA following a brief tenure at FuturePlan by Ascensus, where he thrived as a Senior Plan Consultant and at Nova 401(k) Associates, where he served as the Team Leader for Plan Terminations. In his new role, Switzer will work closely with financial advisors and recordkeeping partners to craft and execute customized retirement plan solutions for businesses of all scales.

Commenting on his appointment, Switzer stated, “I am thrilled to be rejoining the dedicated and passionate team at TRA. My previous experience working with TRA has given me firsthand insight into the exceptional growth trajectory, outstanding leadership, and exemplary service model that TRA offers. I eagerly anticipate continuing to collaborate with top-tier advisory and wholesaling teams with a shared interest in retirement plans. TRA consistently evolves to meet clients’ needs and adapts to changing market dynamics, and I am excited to use my knowledge and experiences to serve clients in the Southeast Region.”

Switzer brings a wealth of financial industry expertise, boasting over a decade of experience in various sales, consulting, and leadership roles.

Erdmann remarked, “Stephen has a remarkable track record of nurturing business relationships with both advisors and clients. It’s worth noting that Stephen previously served as a Client Services Manager for TRA, affording him an intimate understanding of our systems and processes. His winning attitude and engaging personality are invaluable assets that will complement and strengthen TRA’s commitment to meeting customer needs while delivering innovative products and services to the marketplace.”

Switzer holds the Qualified 401(k) Administrator (QKA®) and Series 65 designations and resides in Alabama.

View More Press Releases by TRA [The Retirement Advantage]

Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.