BZ
Brianna Zellars
Organizational Development Specialist at The Retirement Advantage, Inc. (Tra)
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Work Experience
Organizational Development Specialist
Nov 2022 - Present · 2 years and 1 months
Senior Learning Analyst
Dec 2021 - Nov 2022 · 11 months
Instructional Systems Designer
Oct 2017 - Dec 2021 · 4 years and 2 months
Company Details
As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our 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 $13 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail. Our Vision: As an industry-leading retirement plan solutions provider, TRA will assist our plan advisors and plan sponsors in meeting their unique plan design goals, while building on our reputation for proactive plan consultation and exceptional customer service. Our Mission: It is the mission of TRA to assist in implementing and administering customized retirement plan solutions for small, privately held business owners and their employees that meet and exceed their retirement plan goals. Our friendly, knowledgeable and professional staff partners with best-in-class plan providers and plan advisors to ensure our plan sponsors receive the maximum benefit from our combined expertise, advanced resources and exceptional attention to detail. Engaging with TRA’s content and communications, such as through website forms, emails, newsletters, and social media, will effectively opt you in to periodically receive future communications and valuable information. These updates may include electronic newsletters, notifications, educational marketing materials, and more, covering retirement plans, planning, and legislative industry updates. To fully ensure your interest in receiving such TRA content, visit https://tra401k.com/content-opt-in.
Year Founded
1996
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Investment Services
HQ Location
101 East Grand Avenue, Suite 16 Port Washington, WI 53074-2218, US
Keywords
Third Party AdministratorRetirement Plan SolutionsDefined Contribution Plan AdministratioDefined Benefit Plan AdministratioFlexible 401(k) Plan DesigCash Balance DesigComplianceTestingConsultatioCustomer Service
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