The Retirement Advantage Welcomes Two New Regional Sales Consultants
Industry Veterans Bryan Foard and Jeremy Noland Support Regional Development
By: The Retirement Advantage, Inc. (TRA)
Both will be tasked with partnering with financial advisors and wholesalers, in their respective territory, to design and implement optimal retirement plan concepts for privately-held businesses.
Foard resides in Pennsylvania, has 20 years' experience in the industry and has developed hundreds of satisfied plan sponsors, advisor relationships and wholesaler partnerships. His territory consists of Southern New Jersey and Pennsylvania.
Prior to joining TRA, Foard was a Manager of Retirement Plan Compliance with LeTort Trust in the Pennsylvania area; overseeing the operating compliance of the Retirement Services Group. Prior to his time with LeTort Trust, Bryan spent the previous 15 years as a VP and Administrator with Valley Forge Pension Management and Sterling Financial Trust Company.
"This is a great time to join TRA, with multiple new initiatives and a product roadmap in place that aligns with this continually growing market," said Foard. "I am excited to be part of the team and honored to work for such a well-respected company in the financial services industry. I look forward to working with my clients and helping them find the best solutions that will help their business."
Foard is a graduate of Penn State University with a bachelor's in finance and currently holds his Qualified 401(k) Administrator (QKA) designation through ASPPA.
Noland is based in Kansas City, also has 20 years' experience in the industry and has the proven ability to simplify complex plan designs providing custom solutions for each client. His territory is comprised of Arkansas, Colorado, Iowa, Kansas, Missouri, Nebraska and Oklahoma.
Jeremy is joining TRA from Heartland Retirement Plan Services where he operated as a Business Development Manager. Before Heartland he had various roles with Ascensus, Montage Investments, and Ivy Funds.
"I'm looking forward to increasing awareness of the TRA brand through strategic marketing avenues while also initiating more interaction with our clients", said Noland. "Retirement plans require specialized expertise in managing fiduciary risks and efficiently administering the plan. It is my desire to maximize our strength and penetration of our products which are known as some of the most competitive in the industry".
Noland acquired his bachelor's in finance/minor in sociology from Baker University. He has his FINRA Series 7, 6, 63, 65 licenses'.
We are delighted to have proven sales leaders like Bryan and Jeremy's caliber join the TRA team," said Schreiber. "They bring a tremendous amount of retirement plan design knowledge along with strong advisor relationships. We are confident that their experience, leadership and ability to establish successful business partnerships will help TRA to increase retirement readiness for more U.S. employees."
About The Retirement Advantage, Inc.:
TRA, based in Wisconsin, is a national retirement services company, provides third party administration and fiduciary services to financial advisors, wealth managers and businesses of all sizes. An on-going 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 8,000 plan sponsors with more than $8 billion in retirement assets under our administration. You can count on us to deliver on time, on budget, and with precise attention to detail. To learn more about our industry leading solutions, please visit https://tra401k.com/