Regional Plan Consultant Joins TRA

The Retirement Advantage, Inc. (TRA), a leading provider of retirement services nationwide, has added David Kay to its team as the newest regional plan consultant (RPC).

Kay will be supporting Alaska, Northern California, Idaho, Montana, Oregon, Washington and Wyoming territories. He will report directly to Darin Erdmann, TRA’s director of Sales & Distribution.

Erdmann shared his excitement about welcoming Kay, noting, “David has a proven history of accelerating growth and crafting retirement plan solutions tailored to each client’s needs. His knowledge, professionalism, and commitment will add tremendous value to TRA, our advisor network, and our business partners.”

Kay holds multiple professional credentials, including QKA (Qualified 401(k) Administrator), CRPS (Chartered Retirement Plans Specialist), and AIF (Accredited Investment Fiduciary) designations, along with FINRA Series 6, 7, and 63 licenses.

“TRA’s reputation for industry innovation, fiduciary expertise, and exceptional service aligns perfectly with my approach to helping clients and advisors succeed,” said Kay. “I look forward to contributing to the company’s growth while delivering retirement solutions that truly make a difference.”