Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Deals & People June 1, 2015
A New Plan Administration Manager for TRA
The Retirement Advantage, Inc. (TRA), a retirement plan solutions provider, has appointed Charlie Pritzl as the firm's plan administration manager.
Reported by PLANADVISER Staff
In addition to his current responsibilities at The Retirement Advantage, Charlie Pritzl, the new plan administration manager, takes on leadership of a team of compliance analysts and quality control professionals.
Pritzl will also be accountable for establishing and executing the firm’s growth strategies while improving client service and reducing costs.
“Charlie has been a tremendous asset to this organization due to his extensive skills in quality control and operations,” says Matt Schoneman, president of TRA. He says Pritzl’s expanded role helps prepare the firm for future growth.
You Might Also Like:
iJoin, Manifest Partner for Retirement Account Consolidation
The companies claim plan participants can find and transfer retirement accounts in under 10 minutes.
Adviser-Developed Participant Engagement Platform Goes Live
Retirement plan adviser Shane Hanson has opened his Viserly platform to all interested advisers.
John Hancock Retirement Announces Partnership With Vestwell
Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.