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Sun, 16 Jun 2024 06:58:38 -0500
2018-06-05 Print

The Retirement Advantage Announces Jeffrey Schreiber as New Director of Sales

Leading national retirement services firm acquires financial services veteran to advance its growth strategy


The Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company is proud to announce the hiring of Jeffrey Schreiber as their Director of Sales, reporting to Matt Schoneman, President and Partner of TRA.

Schreiber is responsible for leading the firm's 18-person sales team, which partners with financial advisors, wealth managers and recordkeeping wholesalers nationwide to design and implement optimal retirement plans for businesses of all sizes. Schreiber will also be tasked with attracting top sales talent to continue expanding the firm's salesforce and round out the services provided to our partners.

“I have watched TRA evolve into one of the most innovative retirement services companies in the industry,” said Schreiber. “The course of TRA's business growth is impressive and I plan to help it continue on that path by assisting with business development and strategic guidance. I am excited to bring my knowledge of the industry to help TRA deliver on their vision of creating a truly holistic view of retirement plan consultation and administration.”

Schreiber brings over 20 years of comprehensive experience in retirement and financial services. Prior to joining TRA, Schreiber served as Vice President, Northeast Regional Sales Manager for Mass Mutual and was Vice President, TPA Development at Principal Financial Group.

“We are very excited to welcome Jeff to our team at TRA. Jeff is extremely knowledgeable and has an excellent reputation in the industry,” stated Schoneman. “His extensive experience and relationships will greatly enhance our already best-in-class service model and talented sales team. Jeff shares our vision of creating long-lasting relationships with our partners by providing the highest level of consultation and service in the market. He has a strong, winning attitude that will complement and enhance our ability to meet the needs of our clients as we continue to grow and provide quality, innovative solutions.”

Jeffrey received his undergraduate degree in Business Administration from Ohio State University and his Juris Doctor from Capital University Law School. Jeffrey currently holds his FINRA Series 7, 26 and 63 securities licenses as well as his ChFC, CLU and is a member of the American Bar Association (ABA).

About The Retirement Advantage, Inc.:
TRA, based in Wisconsin, is a national retirement services company, who provides third party administration and fiduciary services to 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 7,500 plan sponsors with more than $7 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


Contact Info
Matt Schoneman
47 Park Place
Suite 850,
Appleton, WI 54914

Phone: 9208313263