The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company is pleased to welcome Sean Czepiel to their Regional Sales Consultant team, reporting to Jeff Schreiber, TRA’s Director of Sales.
Czepiel will be partnering with financial advisors and wholesalers in this area to design and implement optimal retirement plan concepts for privately-held businesses.
“This is a great time to join TRA, with several new initiatives, products and services in place, all of which align with this ever-growing market,” said Czepiel. “I am excited to be part of the team and honored to work for such a well-respected company in the retirement plan industry. I look forward to working with my partners and clients in helping them find the best solutions that will benefit their business.”
Czepiel has worked in the financial and retirement plan industries for more than 13 years. He has developed hundreds of satisfied plan sponsors, advisor relationships and wholesaler partnerships. Prior to joining TRA, Czepiel was a financial advisor with Edward Jones and prior to that he held various roles with MassMutual.
We are delighted to add an experienced and accomplished professional to the TRA team," said Schreiber. "With his background as a retirement plan advisor, Sean will enhance the service and support we’re able to provide to our advisors and plan sponsors in the region. 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. employees."
Czepiel acquired his bachelors from American International College and holds his FINRA Series 6, Series 63 and 66 licenses.
About The Retirement Advantage, Inc.
TRA (tra401k.com), based in Wisconsin, is a national retirement services company, provides third party administration and fiduciary services to financial advisors, wealth managers and businesses of all sizes. An on-going 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 8,000 plan sponsors with more than $8 billion in retirement assets under our administration. You can count on us to deliver on time, on budget, and with precise attention to detail.