Carrie Bernier

Carrie began her career in the retirement industry straight out of college. She got her feet wet by servicing some of the largest Employee Stock Ownership Plans (ESOPs) with Principal Financial Group for just shy of 8 years. In 2014, Carrie decided to make a change and move into the 401(k) side of things and came aboard with TRA. Carrie’s experience has exposed her to many different types of plans and she is passionate about helping companies and individuals be successful in their retirement.

Carrie is currently our Director of Plan Services. In this role, Carrie is responsible for overseeing our Plan Implementation, Document Services and Processing Departments. Carrie is responsible for ensuring seamless on-boarding and delivering an exceptional customer service experience.