Employees

“I look forward to working with my clients regarding their pension plans, and enjoy calculating contributions. I feel like I have a true impact on the client when I take the time to understand [...]

“What I find most rewarding is assisting people, whether it be to fill out a form or a status on their distribution. It’s always a very important situation when you’re dealing with someone else’s [...]

“I enjoy the feeling that I’m helping people prepare for one of the most important times in their lives – retirement.” I was initially attracted to the size of The Benefit Advantage, then quickly [...]

“I love the fact that I’m actively helping others through my job at TBA. I have awesome co-workers who work really well together, and place a major emphasis on teamwork.” I joined The Benefit [...]

“The part of my job I enjoy most is helping clients thoroughly understand their plans, then providing them with various options on how allocations can be administered.” I was drawn to TBA by its [...]

“What I appreciate most about my new role with TBA is the opportunity to make a tangible impact on our clients’ financial futures. Working in the retirement industry allows me to assist [...]

“I enjoy collaborating with the plan sponsors to obtain the most effective contributions to benefit the company as a whole, and really like calculating the new comparability contributions. It’s [...]

“It’s vitally important to me to have a career in which I’m able to help others. With The Benefit Advantage, I’m given the opportunity to be part of a company team that helps people …” As a [...]

“I’m growing with TBA, and working in a satisfying rhythm with fund companies – all with the continual help and knowledge imparted to me by my teammates.” As a Distribution and Loan Specialist, [...]

“I really enjoy helping clients understand the administration of their plan in particular compliance testing and Form 5500 reporting.” My role at TBA is as a Pension Administrator. I really enjoy [...]

“I choose to be a Trust Accountant because ‘Miracle Worker’ is not an official job title. If it were, it would already be earned by many in the company.”   I was introduced to The Benefit [...]

“Everyone I’ve spoken with has nothing but good things to say about TBA and its employees. I’ve been employed by big companies as well as small ones, and there are issues with each, but when you [...]

“What attracted me to TBA is that it’s a smaller, well-established firm that can give me the change and new skills I’m looking for, while allowing me to work remotely.”    As an [...]

“I love that TBA is a close-knit, family-oriented company. I think it’s nice that we work remotely from all over the country, but build very close relationships with each other.”   As a [...]

“I’m a big believer in the notion that a company that takes great care of its employees also offers great service to its clients.”   Customer Relationship Managers fulfill a vital role at [...]

“When I can make a client feel better is when I am my happiest.”   I’m a very social person, so being a Client Relationship Manager allows me to do that as my job! As the main point of [...]

  “Every plan is a new challenge and a new puzzle to solve.”   As a Trust Accountant, I reconcile annually valued retirement plans. I absolutely love it and it’s the perfect job for me. [...]

“We go above and beyond for our clients. Being in front of the client, building that relationship – that’s what I love to do.”   As a Client Relationship Manager, I’m the main point of [...]

  “I know it sounds crazy, but I love the balance of my job – everything is the same, but different. I follow the identical set of procedures for every request, but each client and benefit [...]

  “I enjoy helping Sponsors understand their plan, so it makes sense to them.”   Pension Administrators are responsible for proactively managing each plan at TBA. My role includes plan [...]