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Deals & People January 6, 2015
TRA Names Quality Control Manager
Charlie Pritzl has joined The Retirement Advantage Inc. (TRA) as
quality control and training manager.
Reported by PLANADVISER staff
Pritzl will be responsible for establishing and executing business goals and strategies that reduce costs and ensure timely and accurate customer service, the firm says. He will direct a team of professionals that provides quality control to ensure client services are compliant with the codes of the Internal Revenue Service (IRS) and the Employee Retirement Income Security Act (ERISA), as well as plan document provisions and TRA policy.
Pritzl joins TRA from PAi, where he was a client services manager in charge of a 14-member team of cross-functional employees including sales, new business installation, client service and administration.
Pritzl will report to Michelle Zentner, TRA’s director of operations. More information on the firm is at www.tra401(k).com.