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The Retirement Advantage, Inc. (TRA)®, a leading provider of retirement services nationwide, announced the appointment of Brad Wehrfritz as Regional Plan Consultant. Wehrfritz joins TRA with more than 15 years of experience in retirement plan consulting, sales, and client relationship management.
In his role, Wehrfritz will support financial advisors and plan sponsors throughout Missouri, Arkansas, Oklahoma, Nebraska, and Kansas, bringing deep expertise in plan design, compliance strategy, and advisor education. He will report to Tim Lastivka, Vice President of National Sales and Distribution at TRA.
Wehrfritz most recently served as a retirement plan consultant at EPIC RPS, where he consistently exceeded revenue goals and supported the onboarding of new retirement plans. His experience includes conducting annual plan reviews, adjusting plan designs to address compliance testing results, and leading retirement education and enrollment meetings for plan sponsors and participants. Earlier in his career, Wehrfritz held senior, client-facing roles with Lockton Investment Advisors, OneAmerica, Bank of America, and CitiMortgage, building a strong foundation in retirement consulting, investment education, and relationship management.
"TRA has built a strong reputation for technical excellence and advisor focused service," said Wehrfritz. "I am excited to join a team that values partnership and practical solutions, and I look forward to helping advisors and plan sponsors across the Central region design plans that support long term outcomes for participants."
"Brad brings a proven record of sales leadership, consultative expertise, and client advocacy," asserts Lastivka. "His experience and approach align perfectly with how we support our advisor partners, and his presence will further strengthen our coverage and responsiveness throughout the central states."
Wehrfritz earned a Bachelor of Science in business administration from Saint Louis University and holds the Qualified 401(k) Consultant (QKA) designation. Throughout his career, he has remained focused on delivering strong client outcomes, effective plan strategies, and consistent growth.
About The Retirement Advantage, Inc. (TRA)®
TRA (tra401k.com), headquartered in Wisconsin, is a national retirement services firm specializing in third-party administration and fiduciary support for financial advisors and businesses of all sizes. With a strong focus on expert consultation, comprehensive resources, and outstanding client service, TRA has grown to become one of the largest independently owned TPAs in the country. Today, we proudly support over 10,000 plan sponsors and administer more than $13 billion in retirement assets.
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