The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company, is pleased to announce the appointment of Chad Empey to the position of Chief Financial Officer (CFO).
Effective January 1st, 2022, Empey will oversee the company’s finance and human resource teams, as well as be responsible for all aspects of the company's financial strategy and operations, including accounting and financial reporting, acquisitions, treasury and capital planning, investments, risk management, tax, budgeting and planning, and procurement. Empey will continue to report to Matt Schoneman, TRA’s President/Owner, and is a member of the company's executive team.
“We are elated to have Chad as a member of our rapidly growing team,” says Schoneman. “Chad is an extraordinary leader with a proven track record of developing financial strategies to help companies drive transformation and will help us continue to achieve our financial metrics and accelerate our growth trajectory.”
Empey brings more than 17 years of corporate finance experience and first joined TRA in February of this year as Director of Finance and Accounting. Prior to TRA, Empey has served in a range of finance, accounting, and corporate development roles, including time with Jason Industries, Inc., Kohls Corporation and the Milwaukee office of PricewaterhouseCoopers LLP.
"Since I joined the company earlier this year, TRA has undergone a period of significant growth and change," said Empey. " I believe the potential for growth and value creation is tremendous, given the smart and passionate people, strong technology, and national footprint. Having played a leadership role in similar business situations, I am confident that we can develop and execute plans to drive consistent growth."
Empey is a native of Wisconsin and is a Certified Public Accountant (CPA) in the state of Wisconsin. He is a graduate of the University of Wisconsin Madison with a Bachelor of Business Administration. He also has earned both his Master of Accountancy (MAcc) and Master of Business Administration (MBA) degrees from UW Madison.
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 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 privately-held, third-party administrators in the nation. We proudly serve more than 11,000 plan sponsors, with more than $11 billion in retirement assets under administration. You can count on us to deliver on-time, on-budget, and with precise attention-to-detail.