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Industry Veteran Returns to Lead TRA's National Sales Strategy, Advisor Relationships and Strategic Partnerships
APPLETON, Wis. - WisconsinEagle -- The Retirement Advantage, Inc. (TRA)®, a leading national retirement services company, announced that Jeff Schreiber has returned to TRA as Vice President of National Sales & Distribution. Reporting to President Matt Schoneman, Schreiber will lead TRA's national sales and distribution strategy, strengthen advisor and recordkeeper relationships, expand strategic partnerships, and support the company's continued growth nationwide.
"I'm excited to return to TRA at an important point in the company's growth," said Schreiber. "TRA has built a strong reputation for retirement plan expertise, advisor support and service excellence. I look forward to working with the sales team to deepen industry relationships and create new opportunities for TRA and the partners we serve."
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Schreiber brings more than 25 years of experience in retirement consulting, financial planning and fiduciary services. Most recently, he served as President of Opus Capital Management, where he led client strategy and supported advisor and plan sponsor initiatives. Prior to Opus, he held senior leadership positions with MassMutual, Principal Financial Group and Fidelity Investments.
This marks a return to TRA for Schreiber, who previously served from 2018 to 2023 as Director of Sales and later Vice President of Distribution. During that time, he helped advance the company's national distribution strategy, expand advisor relationships and drive business growth.
"Jeff brings a unique combination of familiarity with TRA and extensive industry experience," said Schoneman. "He understands our culture, our partners and the value we deliver to advisors and plan sponsors. His leadership, relationship-building skills and industry expertise make him the right person to help strengthen our distribution strategy and support the next phase of TRA's growth."
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Schreiber earned a bachelor's degree in business administration from The Ohio State University and a Juris Doctor from Capital University Law School. He also holds the Chartered Financial Consultant (ChFC®) and Chartered Retirement Planning Counselor (CRPC®) designations.
About The Retirement Advantage, Inc. (TRA)®:
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, TRA proudly supports more than 10,000 plan sponsors and administers more than $13 billion in retirement assets. To learn more, visit https://tra401k.com/.
"I'm excited to return to TRA at an important point in the company's growth," said Schreiber. "TRA has built a strong reputation for retirement plan expertise, advisor support and service excellence. I look forward to working with the sales team to deepen industry relationships and create new opportunities for TRA and the partners we serve."
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Schreiber brings more than 25 years of experience in retirement consulting, financial planning and fiduciary services. Most recently, he served as President of Opus Capital Management, where he led client strategy and supported advisor and plan sponsor initiatives. Prior to Opus, he held senior leadership positions with MassMutual, Principal Financial Group and Fidelity Investments.
This marks a return to TRA for Schreiber, who previously served from 2018 to 2023 as Director of Sales and later Vice President of Distribution. During that time, he helped advance the company's national distribution strategy, expand advisor relationships and drive business growth.
"Jeff brings a unique combination of familiarity with TRA and extensive industry experience," said Schoneman. "He understands our culture, our partners and the value we deliver to advisors and plan sponsors. His leadership, relationship-building skills and industry expertise make him the right person to help strengthen our distribution strategy and support the next phase of TRA's growth."
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Schreiber earned a bachelor's degree in business administration from The Ohio State University and a Juris Doctor from Capital University Law School. He also holds the Chartered Financial Consultant (ChFC®) and Chartered Retirement Planning Counselor (CRPC®) designations.
About The Retirement Advantage, Inc. (TRA)®:
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, TRA proudly supports more than 10,000 plan sponsors and administers more than $13 billion in retirement assets. To learn more, visit https://tra401k.com/.
Source: The Retirement Advantage, Inc. (TRA)®
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