Dylan Jones Promoted to Internal Plan Consultant at The Retirement Advantage, Inc. (TRA)®
Wisconsin Eagle/10333906

APPLETON, Wis. - WisconsinEagle -- The Retirement Advantage, Inc. (TRA)®, a leading provider of retirement plan solutions, announced the appointment of Dylan Jones as Internal Plan Consultant. In this role, Jones will support TRA's Regional Plan Consultants and financial advisor partners through plan design strategy, proposal development, and service coordination.

Jones joined TRA in 2022 as a Compliance Analyst, where he developed a strong understanding of retirement plan regulations and operational processes. He worked closely with clients and internal teams to support accuracy, timeliness, and compliance with ERISA, Department of Labor, and IRS requirements. His move into the IPC role reflects TRA's continued focus on developing internal talent and aligning experienced team members with advisor-facing responsibilities.

"Dylan's background in compliance gives him a valuable perspective as he steps into this role supporting our Regional Plan Consultants," said Nate Maly, Internal Plan Consultant Team Lead at TRA. "He understands the details that matter and how they translate into better outcomes for advisors and plan sponsors."

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As an IPC, Jones will work closely with TRA's RPCs to support financial advisors through plan design, proposal development, and coordination with internal teams, allowing RPCs to remain focused on business development and advisor growth. "I am excited to step into this role and work alongside such a strong team," Jones said. "By supporting our RPCs, we can create a more efficient process that helps advisors deliver stronger results to their clients."

TRA's RPCs are positioned nationwide to collaborate with advisors as an extension of their team, offering support in marketing, plan design, and client experience. Jones's role strengthens that model by providing dedicated internal support that enhances responsiveness and execution.

"We have seen strong momentum across our distribution team," said Tim Lastivka, Vice President of National Sales and Distribution at TRA. "Expanding our IPC team alongside that growth ensures our consultants and advisors continue to receive consistent, high-quality support."

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Jones brings experience in client service, account management, and internal training. He is based in Powell, Tennessee.

About The Retirement Advantage, Inc.:
TRA, 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. To learn more visit https://tra401k.com/.