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.

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