Press Release

Clinton C. Reese Joins TRA as Regional Plan Consultant for Ohio Valley Territory

Issued by TRA [The Retirement Advantage]

July 22, 2025

APPLETON, WI  – The Retirement Advantage, Inc. (TRA), a leading provider of retirement plan solutions, proudly welcomes Clinton C. Reese as the newest Regional Plan Consultant covering the Ohio Valley region, including Ohio, Kentucky, Tennessee, and West Virginia. Reese will report directly to Darin Erdmann, Director of Sales and Distribution at TRA.

With more than 25 years of experience in the retirement services industry, Reese brings a proven record in sales, marketing, and relationship management. In his role, he will collaborate with financial advisors, recordkeepers, and third-party administrators to deliver innovative retirement plan solutions tailored to the needs of plan sponsors and their employees.

“Clint’s decades of experience and deep understanding of the retirement plan ecosystem make him a valuable asset to our growing team,” said Erdmann. “His leadership, creativity, and client-centric approach will help us further expand our presence in a critical territory.”

Prior to joining TRA, Reese served as Retirement Plan Consultant at First Financial Bank and held leadership positions at Latitude Retirement (fka Niles Lankford Group). He also spent a decade at Nationwide Financial supporting national retirement plan distribution and earlier began his career at Fidelity Investments. Reese’s career is defined by a passion for helping businesses implement successful retirement plans and driving long-term client relationships.

“Joining TRA is an exciting new chapter,” said Reese. “I’ve long admired the firm’s innovation and integrity in retirement plan administration. I look forward to bringing value to our advisor partners and clients through smart, customized solutions.”

Reese holds a Bachelor of Arts in Economics from the University of Cincinnati and has taught financial literacy courses as an adjunct professor. He resides in Cincinnati, OH, where he is active in local community organizations, including the St. Mary Finance Commission and Our Daily Bread.

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 independently owned, third-party administrators in the nation. We proudly serve more than 11,000 plan sponsors, with more than $13 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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