Thomas F

Retirement Plan & Employee Benefits Professional | 401(k) & Total Rewards

Role
Founding Board Member at The 401 K Plan Company
Location
San Diego, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Thomas F

I’m a retirement plan and employee benefits professional focused on helping organizations…

Experience

  1. Founding Board Member

    The 401 K Plan Company

    May 2020 — Present · Santa Barbara, CA, US

    Founder | Retirement Plan & Benefits Consultant2020 – Present | San Diego, CA • Develop and implement 401(k) and defined contribution programs for U.S. employers. • Advise organizations on plan design, fiduciary oversight, and participant education strategies. • Collaborate with HR teams to strengthen compensation and benefits frameworks supporting recruitment, retention, and compliance. • Design and deliver employee financial-wellness education and HR-facing training on ERISA requirements. • Integrate ethical and regulatory best practices across vendor management and plan operations.

Education

  • St. Lawrence University

    BA, History, English

    1993 — 1997

  • Cornell University

    Hotel Real Estate Investments and Asset Management, Credential - Admitted to EMMH Masters Fall 2026

  • Kent School

    Concentration, History

    1993 — 1997

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