The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company, is pleased to announce the hiring of Paul Phan as their latest Regional Sales Consultant, providing service to our Mid-Atlantic territory of DC, DE, MD, VA & WV. Phan will report to Darin Erdmann, TRA’s National Sales Manager.
Paul is joining TRA from Mutual of Omaha (MoO) and lives in the Washington, DC area where he operated as a Regional Sales Director. Before MoO, he had various roles with the N.A.D.A. Retirement Trust, Mutual of America and Phan Financial Capital Management. Paul will be tasked with partnering with financial advisors and wholesalers to design and implement optimal retirement plan concepts for businesses.
“Throughout his career, Paul has been a results-driven leader. He has consistently demonstrated his expertise, serving in various roles within the retirement plan industry which makes him a well-rounded addition to the team,” states Erdmann. “Paul has a unique understanding and depth of experience in this marketplace, we are proud to welcome him to our team and look forward to his valuable insights and contributions.”
“TRA is a company that is clearly dedicated to doing whatever it takes for their clients and believes in the power of innovation to stay on the absolute leading edge of the industry,” says Phan. “There's no question that these factors have helped the company achieve the position that it enjoys today. I am looking forward to devoting my efforts to TRA’s continued success.”
Paul acquired his bachelor’s in economics from Seton Hall University, a master’s from Keuka College, holds his FINRA Series 6, Series 63 and 65 licenses and the Chartered Retirement Plan Specialist (CRPS®) Kravitz Cash Balance (CBC) designations.
About The Retirement Advantage, Inc.
TRA (tra401k.com), based in Wisconsin, is a national retirement services company providing third-party administration and fiduciary services to financial advisors and businesses of all sizes. An ongoing 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 10,000 plan sponsors, with more than $10 billion in retirement assets under administration. You can count on us to deliver on-time, on-budget, and with precise attention-to-detail.