Brumm covers Kansas and Missouri, and Jay Bloom covers Florida. “Their role is to help advisers and wholesalers look good in front of prospects and clients, make their job easy and help them win new business. They are a resource for plan design, product selection, proposals and illustrations, closing presentations and other valuable support,” stated Chief Operating Officer Matt Schoneman, in a press release.
Brumm comes to TRA from TIAA-CREF and Principal Financial Group where she served as a Defined Contribution Specialist and Analyst. Bloom previously worked as V.P. of Business Development for Jupiter Distribution Partners and 401(k) Exchange.
Schoneman said the firm is looking to fill wholesale positions in Southern California, Texas, Pennsylvania, and Virginia.
The Retirement Advantage is an independent Third Party Administrator, with offerings including retirement plan administration and consulting services. It delivers service to 3,500 retirement plans and 185,000 participants nationwide.For more information, visit www.tra401k.com or www.trasolok.com.