TRA Appoints Plan Consultant

The Retirement Advantage has appointed Dylan Jones as internal plan consultant.

In his new role, Jones will support TRA’s regional plan consultants and financial advisor partners in plan design strategy, proposal development, and ongoing service coordination.

Jones joined TRA in 2022 as a compliance analyst, and has prior experience in client service, account management, and internal training. “Dylan’s background in compliance gives him a valuable perspective as he steps into this role supporting our regional plan consultants,” said Nate Maly, internal plan consultant team lead at TRA. “He understands the details that matter and how they translate into better outcomes for advisors and plan sponsors. That makes him a strong addition to our consultant team.”

As an IPC, Jones will work with TRA’s RPC’s to support financial advisors through plan design, proposal development, and coordination with internal team. “I am excited to step into this role and work alongside such a strong team,” Jones said. “By supporting our RPC’s, we can create a more efficient, seamless process that helps advisors deliver stronger results to their clients.”