The Retirement Advantage
Jon Costanza is a seasoned professional in client relationship management and retirement plan services, currently serving as a Client Relationship Manager at The Retirement Advantage, Inc. since April 2022. Prior experience includes roles as a Pension Specialist at Transamerica and a Retirement Analyst at Harvard University, where responsibilities involved coordinating retirement plan files and addressing inquiries from faculty, staff, and retirees. Costanza's extensive background began at Mercer, where various positions focused on defined benefit analysis, quality control, and customer service across multiple retirement plan lines. Educational qualifications include a Bachelor of Arts in Fine and Studio Arts from Anna Maria College and a Certificate of Attendance in 5500 Filing Requirements from Clear Law Institute.
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