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| ![]() TRA Hires Northeastern Regional Sales ConsultantDaniel Caffrey is now representing The Retirement Advantage in NY, NJ and PA
Caffrey will be tasked with partnering with financial advisors and wholesalers in the Northeastern region and to design and implement optimal retirement plans for privately-held businesses with 1-1,000 employees. “I am excited to be a part of the TRA team and my objective is to ensure that proper coordination of our services will create an environment in which retirement plans can deliver excellent service to the plan sponsor and plan participants,” Caffrey brings 29 years of sales experience to the firm. Most recently, having worked extensively with small and mid-market Defined Contribution plan sponsors in areas like compliance, plan design, monitoring and selection of investments, educational support, plan pricing, and fee benchmarking. Prior to working the in the retirement plan industry, Caffrey was a Principal Owner of a mortgage banking firm. Caffrey also serves as Mayor of Morris Township, New Jersey; which is a 24,000 resident community with a 34 million municipal budget. Craig Mazzini, National Sales Manager adds “Dan is a great addition to the team. His experience will help deliver superior services and deepen our relationships with advisors, platform providers and DCIO partners in the Northeastern region.” About The Retirement Advantage: The Retirement Advantage, Inc. (TRA) is a premier third party administrator that specializes in administration, consultation and compliance of retirement plans for small, privately held businesses nationwide. Currently TRA services more than 4,500 plan sponsors, 300,000 plan participants and has more than $4.5 billion in retirement assets under its administration. For additional information, please visit www.tra401k.com. TRA’s free mobile app is available for download from Apple’s iTunes Store and the Google Play Store simply by searching for “The Retirement Advantage.” End
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