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Spearman will be responsible for partnering with financial advisors and retirement wholesalers in designing and implementing optimal retirement plans for businesses of all sizes.
"Throughout his professional career, Sam has been a dynamic results-driven leader. He has consistently demonstrated his expertise while serving in a variety of roles. He will be a well-rounded addition to the team," states Erdmann. "Sam has a solid understanding and depth of experience in this marketplace and we are proud to welcome him aboard. We look forward to his valuable insights and contributions."
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Spearman will be taking over for Jay Scholz who retired last month. Scholz has had a remarkable career spanning over 30 years in the retirement plan industry. While at TRA, Scholz focused on providing consulting to financial advisors and plan sponsors throughout Texas. Prior to joining TRA, Scholz founded Scholz and Friends in San Antonio, Texas. Jay is highly respected among his peers in the industry and will be missed.
"I am excited to build on the relationships Jay had with advisors and their clients across Texas and I have been blown away by the resources that TRA has dedicated to support that effort," says Spearman. "There's no question that these factors have helped the company achieve the position that it enjoys today. I am looking forward to devoting my efforts to TRA's continued success."
Spearman joins TRA from My Benefits & First Party Administrator, a TPA where he operated as a Retirement Plan Sales & Consulting Specialist. Previously, Spearman served as a Senior Logistics Manager in the United States Air Force, last stationed in southern Oklahoma. Spearman acquired his Bachelor of Science in Biochemistry from The University of Texas in Austin, TX and holds both a QKA designation from ASPPA as well as his Texas Life and Health License.
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TRA, based in Wisconsin, is a national retirement services company providing third-party administration and fiduciary services to financial advisors, wealth managers and businesses of all sizes. An on-going 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 9,000 plan sponsors with more than $9 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 TRA please visit, https://tra401k.com/.
Darin Erdmann, National Sales Manager
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