Carter Gardy will manage the Pennsylvania and S. New Jersey territory
Online PR News – 30-August-2022 – Appleton, WI – he Retirement Advantage, Inc. (TRA), an industry-leading national retirement services company, is pleased to announce the hiring of Carter Gardy as their latest Regional Sales Consultant, providing retirement plan consulting services to the Pennsylvania and the S. New Jersey territory. Gardy will report to Darin Erdmann, TRA’s National Sales Manager.
Gardy is joining TRA from Alden Investment Group, Inc. (AIG), where he operated as Sr. Managing Director - Defined Contribution & Investments. Before AIG, Gardy held positions with Hartford Funds and Merrill Lynch & Company. Carter will have the pleasure of partnering with financial advisors and wholesalers to assist them in designing and implementing optimal retirement plan concepts for businesses of all sizes.
“Carter brings great energy and career experience in retirement plan solutions,” said Erdmann. “He has a great reputation for service, and we’re excited to welcome him to the TRA team. We are confident that his experience, leadership, and ability to establish successful business partnerships will help TRA to increase retirement readiness for more U.S. plan sponsors and participants."
“This is a great time to join TRA, with multiple new initiatives and a product roadmap in place that aligns with this continuously growing market,” said Gardy. “I am excited to be part of the team and work for such a well-respected company in the financial services industry. I look forward to working with my business partners to help them find the best solutions to meet the needs of their clients and help them achieve their goals.”
Gardy acquired his Bachelor of Science (B.S.) in Business Administration and Marketing from Kutztown University, a B.S. in Accounting from Delaware Valley College, and his Master of Business Administration/Finance from Walden University. Carter resides in Pennsylvania.
About The Retirement Advantage, Inc.:
TRA, 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 11,000 plan sponsors, with more than $11 billion in retirement assets under 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 http://www.tra401k.com.