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Deals & People August 18, 2014
TRA Hires Mid-Atlantic Business Consultant
The Retirement Advantage, Inc. (TRA) has hired Courtney Zanghi as a new business consultant in the Mid-Atlantic region.
Reported by PLANADVISER staff
Zanghi will partner with financial advisers and wholesalers in the firm’s Mid-Atlantic and eastern Carolina regions to design and implement optimal retirement plans for privately-held businesses employing up to 1,000 people. She will report to Craig Mazzini, national sales manager for TRA.
The firm hopes to leverage Zanghi’s experience to “deliver superior services and deepen our relationships with advisers, platform providers and defined contribution investment-only partners in the Mid-Atlantic region.”
Zanghi has worked for 15 years with both small and mid-market defined contribution plan sponsors in areas such as fiduciary oversight and compliance, plan design, monitoring and selection of investments, and fee benchmarking. She has earned her chartered retirement plan specialist (CRPS) designation, along with the accredited investment fiduciary designation.
More information on TRA is available at www.tra401k.com.