The Retirement Advantage
Chris Jones is a seasoned Compliance Analyst at The Retirement Advantage, Inc. (TRA) since January 2013, specializing in annual compliance testing of 401(k) plans, including ADP/ACP, 415, Top Heavy, and Coverage testing. Proficiency in pro rata, integrated, and cross-tested profit-sharing allocations further enhances expertise. Prior to TRA, Chris served as a Senior Employee Benefit Specialist at Brown Edwards from July 2001 to January 2013, where responsibilities included annual compliance testing and completion of government filings such as Form 5500. Chris holds a Bachelor's degree in Economics from Virginia Tech, obtained in May 1992.
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The Retirement Advantage
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As a third party administrator with 401K expertise for employers, advisors & employees, we offer a streamlined approach to retirement and fiduciary services.