The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company is pleased to announce the hiring of Julie Costello as their latest Regional Sales Consultant. Costello’s focus is educating advisors and clients on the best plan design for their retirement plan. She will be covering the Ohio, Indiana, Michigan and Kentucky territory. Costello will report to Jeff Schreiber, TRA’s Director of Sales.
“She is an excellent addition to our sales team,” says Schreiber. “Julie reinforces TRA’s commitment to providing our customer base with the highest quality technical solutions, services, and personnel to meet the ever-increasing challenges of retirement planning. She is a motivated, results oriented professional with all-encompassing experience in the retirement services industry, including business development, sales, client relationship management and departmental management.”
Costello most recently was a Senior Relationship Manager with Trinity Pension Consultants in the Cincinnati, Ohio area. While working to grow the advisor and wholesaler relationships for the firm in the DB/DC space she also focused on maintaining her key client relationships and looking for beneficial cross-selling opportunities. Prior to her time with Trinity, Julie spent the previous 11 years as a TPA Relationship Manager with both Empower and ING/Voya.
“I am very excited to begin using my extensive experience in sales, my passion for retirement plan administration and my entrepreneurial spirit to help TRA exceed its sales quotas,” said Costello. “The value in TRA’s superior products, expert consulting, training practices, and solid customer satisfaction are the core of the company. I look forward to taking the TRA name and expanding it throughout the region.”
“We are delighted to have her join our sales team,” said Schreiber. “She is proficient with ERISA regulations, managing all types of retirement plans, and creating/delivering advisor and client presentations. ‘Julie has the proven ability to develop and implement strategies to successfully grow a sales territory.”
Costello recently held her FINRA Series 6 and 63 license’s and currently holds her Qualified 401(k) Administrator (QKA) designation through ASPPA.
About The Retirement Advantage, Inc.
TRA (tra401k.com), based in Wisconsin, is a national retirement services company providing 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.