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ERISA Services Inc.
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Anchor 3(16) Fiduciary Solutions LLC
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Relationship Manager for Defined Contributions

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(Remote / Hyde Park NY / Miami FL)

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Relationship Manager/ Actuary

Daybright Financial
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Senior 401k Plan Administrator

FM International Services
(Huntington NY)

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Retirement Plan Installation & Document Manager

Fringe Benefit Group
(Remote / Austin TX)

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Senior ERISA Compliance Analyst

Employee Fiduciary, LLC
(Remote)

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Retirement Plan Distribution Specialist

ERISA Services Inc.
(Remote)

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Compliance Specialist III

EPIC RPS
(Remote / Norwich NY)

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Relationship Manager

EPIC RPS
(Remote)

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Defined Contribution Account Manager

Nova 401(k) Associates
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Recordkeeping and TPA Relationship Manager

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Client Service Specialist

EPIC RPS
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TRA [The Retirement Advantage]
Press Releases

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Date Headline
Apr. 13, 2026 The Retirement Advantage, Inc. (TRA)® Adds Henrik Sandberg to National Distribution Team
Apr. 6, 2026 The Retirement Advantage, Inc. (TRA)® Celebrates 30 Years of Leadership, Growth, and Partnership in the Retirement Industry
Mar. 30, 2026 Dylan Jones Promoted to Internal Plan Consultant at The Retirement Advantage, Inc. (TRA)®
Mar. 23, 2026 The Retirement Advantage, Inc. (TRA) Expands Sales Force with Appointment of Brad Wehrfritz as Regional Plan Consultant
Jan. 21, 2026 TRA’s Amy Hilton Recognized by NIPA for Excellence in Retirement Services
Jan. 20, 2026 TRA and STAX.ai Revolutionize 401(k) Administration Through Automation
Jan. 5, 2026 The Retirement Advantage, Inc. (TRA) Promotes India Troyer to Chief Financial Officer
Oct. 27, 2025 TRA Welcomes Tim Lastivka as New VP of National Sales and Distribution
Sept. 2, 2025 Governor Lamont Appoints TRA’s Grant Livingston to Connecticut Retirement Security Advisory Board
Sept. 2, 2025 TRA Regional Plan Consultant Will Help Oversee MYCTSavings, Encouraging Retirement Readiness for Connecticut Workers Under the State Mandate.
Aug. 25, 2025 TRA Wins Brandon Hall Group Bronze Award for Innovation in Learning & Development
Aug. 21, 2025 TRA Joins Forces with Industry Leaders in Asteri Collective to Redefine Retirement Consulting
Aug. 19, 2025 The Retirement Advantage Expands Western U.S. Presence with David Kay as New Regional Plan Consultant
July 22, 2025 Clinton C. Reese Joins TRA as Regional Plan Consultant for Ohio Valley Territory
July 8, 2025 TRA Expands Sales Force with Appointment of Two New Regional Plan Consultants
Jan. 23, 2025 TRA, Empower, Envestnet, and FiduciaryxChange Introduce the TRA Select 401(k) PEP: Simplifying Retirement Plans for Employers
Aug. 8, 2024 Leading Producer Matt Solomon Representing TRA Once Again
May 14, 2024 TRA Welcomes Seasoned Retirement Plan Consultant to Northwestern Sales Team
Mar. 19, 2024 TRA Bolsters Distribution Team Across Rocky Mountain Region
Oct. 2, 2023 TRA Reunites with Stephen Switzer as the Newest Regional Plan Consultant
Sept. 20, 2023 The Retirement Advantage (TRA) Strengthens Distribution Team in the Southwest
Aug. 22, 2023 The Retirement Advantage, Inc. Welcomes Nic Irick to Bolster Regional Plan Consulting Team
Nov. 16, 2022 The Retirement Advantage Hires New York / New Jersey Regional Sales Consultant
Oct. 18, 2022 TRA Hires Allison Futch as Regional Sales Consultant
Aug. 2, 2022 TRA Hires Carter Gardy as Regional Sales Consultant
July 27, 2022 TRA Hires Drew Graser as New Business Development Consultant
June 14, 2022 TRA Hires Robert Dolin as New Regional Sales Consultant
May 3, 2022 TRA Appoints Brian Flynn As New Regional Sales Consultant
Mar. 8, 2022 TRA Continues to Expand to Support Growth
Jan. 4, 2022 TRA Appoints Chad Empey Chief Financial Officer
Dec. 22, 2021 TRA Completes Acquisition of The Law Offices of R. David Danziger, P.C.
Aug. 25, 2021 TRA Hires Mark McCool as Regional Sales Consultant
June 21, 2021 TRA Completes Acquisition of Total Retirement Solutions, Inc.
June 8, 2021 TRA Hires Paul Phan as Regional Sales Consultant
May 17, 2021 TRA Expands Retirement Savings Opportunities with Group 401(k) Plans
May 5, 2021 TRA Announces the Acquisition of John T. Toomey Associates, Inc.
Apr. 20, 2021 TRA Completes Acquisition of Rosenfeld/Tortu Retirement Planning Co., Inc.