The Retirement Advantage, Inc. (TRA), a retirement plan solutions provider, hired Emily Hooyman as plan installation manager.
Hooyman will be responsible for overseeing the quality and quantity of work produced by the installation department. She will report to Michelle Zentner, TRA’s director of operations.
Leading the plan installation team, Hooyman’s primary task is integrating TRA’s plan installation services with its plan provider partners to provide a seamless onboarding experience for new business clients. She will also monitor internal policies and procedures to ensure plan installation service levels meet or exceed commitments made to clients, within regulatory guidelines. In addition, she will be coaching and developing staff members through performance management, goal setting, training and effective employee relations.
Hooyman joins TRA with 18 years of experience in leadership, compliance, consultation, project management, sales, training and retirement administration in the financial services and qualified plans market. She graduated from University of Wisconsin Green Bay with a Bachelor of Science in Business Administration; with an emphasis on finance, and a minor in financial accounting.
She has also earned her qualified pension administrator (QPA), American Society of Pension Professionals and Actuaries, enrolled retirement plan agent (ERPA) and accredited pension administrator (APA) designations.
More about The Retirement Advantage is at http://tra401k.com/.
« Pentegra Makes Available Hueler Lifetime Income Product