Press Release

TRA Hires Mark McCool as Regional Sales Consultant

Issued by TRA [The Retirement Advantage]

Aug. 25, 2021

McCool will manage the Southern New Jersey and Pennsylvania Territory

APPLETON, WIS. – The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company, is pleased to announce the hiring of Mark McCool as their latest Regional Sales Consultant, providing sales consulting services to the Southern New Jersey and Pennsylvania territory. McCool will report to Darin Erdmann, TRA’s National Sales Manager.

McCool is joining TRA from Lincoln Financial Group (LFG), where he operated as an Internal Retirement Plan Consultant. Before LFG, Mark held various positions with SEI Investments. Mark will be tasked with partnering with financial advisors and wholesalers to assist them in designing and implementing optimal retirement plan concepts for businesses of all sizes.

“Mark brings great energy and career experience in retirement plan solutions,” said Erdmann. “He has a great reputation for service, and we’re excited to welcome him to the TRA team. We are confident that his experience, leadership, and ability to establish successful business partnerships will help TRA to increase retirement readiness for more U.S. plan sponsors and participants."

“This is a great time to join TRA, with multiple new initiatives and a product roadmap in place that aligns with this continually growing market,” said McCool. “I am excited to be part of the team and honored to work for such a well-respected company in the financial services industry. I look forward to working with my business partners to help them find the best solutions that will meet the needs of their clients and help them achieve their goals.”

McCool will be replacing Bryan Foard, who will be taking on a national Business Development Consultant role with TRA. McCool acquired his Bachelor of Science in Civil Engineering from Penn State University, and holds his FINRA Series 7, Series 63, Series 65 PA Life and Health licenses, and the FE certification. He resides in Pennsylvania.

About The Retirement Advantage, Inc.:

TRA, based in Wisconsin, is a national retirement services company providing third-party administration and fiduciary services to financial advisors and businesses of all sizes. An ongoing commitment to providing expert consultation, resources, and exceptional customer service has positioned TRA as one of the largest privately-held, third-party administrators in the nation. We proudly serve more than 11,000 plan sponsors, with more than $11 billion in retirement assets under administration. You can count on us to deliver on-time, on-budget, and with precise attention-to-detail. To learn more about our industry-leading solutions, please visit www.tra401k.com.

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