Retirement Industry People Moves

TRA Appoints Brad Wehrfritz as Regional Plan Consultant

Brad Wehrfritz

The Retirement Advantage Inc. appointed Brad Wehrfritz as a regional plan consultant. Wehrfritz will support advisers and plan sponsors throughout Arkansas, Kansas, Missouri, Nebraska and Oklahoma. He will report to Tim Lastivka, vice president of national sales and distribution.

Wehrfritz joins TRA with more than 15 years of experience in retirement plan consulting, client relationship management and sales. He most recently served as a retirement plan consultant at Epic Retirement Plan Services and, earlier in his career, held senior roles at Bank of America, CitiMortgage, Lockton Investment Advisors and OneAmerica. Wehrfritz’s experience includes adjusting plan designs to address compliance testing results, conducting annual plan reviews, and leading retirement education and enrollment meetings for sponsors and participants.

Savant Promotes Zach Ivey to Chief Investment and Advice Officer

Zach Ivey

Savant Wealth Management, a registered investment adviser, promoted Zach Ivey to the newly created role of chief investment and advice officer, effective April 1. Ivey will report to Kevin Hrdlicka, head of wealth.

Ivey has served as Savant’s chief investment officer since January 2025 and was previously a financial adviser.

In the expanded role, Ivey will continue to lead Savant’s investment team and will add oversight of the firm’s wealth advice strategy, including financial planning, investment management, tax planning, risk management and wealth transfers.

Epic Retirement Plan Services Adds Dan Collins to Sales Team

Dan Collins

Epic Retirement Plan Services added Dan Collins to its sales team to cover the Northeast territory. Based in Boston, Collins will support advisers from Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island and Vermont.

Collins has more than 20 years of retirement industry experience, specializing in sales, marketing and plan consulting. He most recently served as a marketing manager at Ascensus.

Voya Hires Bill Whittington to Southeast Retirement Sales Team

Bill Whittington

Voya Financial Inc. hired Bill Whittington as a divisional vice president for the retirement sales team, effective February 23. Whittington is based in North Carolina and reports to Bill Elmslie, senior vice president of emerging market sales.

Whittington is responsible for leading sales strategy and growth in the Southeast region and is focused on emerging markets. Whittington has more than 30 years of sales experience in the retirement industry. Before joining Voya, he served as a regional sales director at Empower. Earlier in his career, he held sales leadership roles at American Funds and Principal Financial Group.