The Retirement Advantage, Inc. (TRA), an independently owned, industry-leading national retirement services company, is proud to welcome Trey Galuppi who will serve as TRA’s Multiple Employer Plan (MEP) Specialist. Trey will report to Jeff Schreiber, TRA’s Director of Sales.
Galuppi will primarily be responsible for working with TRA’s Regional Sales Consultants (RSCs), focusing on the overall expansion of the firm’s consulting capabilities in the areas of group sponsored plans. This will include Professional Employer Organizations (PEOs), Pooled Employer Plans (PEPs), Multiple Employer Aggregation Programs (MEAPs), and Producer Group Organizations (i.e. Planner Groups, CPA Firms, P&C Firms, etc.) in an effort to align these plans with recordkeeping partners and distribution organizations that utilize TRA services.
“We are excited to have someone of Trey’s acumen and experience joining our team,” said Schreiber. “Trey possesses an established track record of working with consultants and plan sponsors who have concentrated in this market. His experience will help us deliver superior services and deepen our relationships with our Partners nationwide who are interested in this line of business.”
Trey comes to us after spending the past 8 years with Pinnacle Financial Services out of Lantana, FL. While with Pinnacle Trey focused on all aspects of the business development and sale of retirement plans. In addition, he acquired advanced experience in the area of MEP's. Trey has spent significant time working with various Professional Employer Organizations (PEO's), trade associations and payroll companies in the development and growth of new and existing plans.
"Trey's extensive background in retirement plan service and consulting will enhance the support we're able to provide to our advisors across the nation," said Matt Schoneman, TRA’s President’. "We are thrilled to have him join our team as his role will be a major differentiator as MEPs continue to become more prevalent."
“I am eager to be working with such a dynamic and growing company. As a team we look forward to creating another tool for employers to access that helps workers on the path to retirement readiness and financial freedom,” states Galuppi.
Trey graduated from Florida State University with a Bachelor of Arts in English Language and Literature. He holds a FINRA Series 6 license as well as his 2-15 Life, Health and Variable Annuities license.
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.