Tom Sawyer
Retirement Plan Consultant
- Role
- Retirement Plan Consultant at Strategic Retirement Partners
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Tom Sawyer
Fluent in many retirement plan products including 401(k) plans, 403(b) plans, Defined Benefit Plans, NQDC plans, ESOP, 457(b)/(f) and other corporate and NFP retirement plans. Worked closely with plan sponsors, actuaries, TPA\'s, and other intermediaries to develop the best plan for the plan sponsor and their employees. Very knowledgable about mutual funds, life insurance, annuities, IRA\'s, 529 plans, and other products that can be used for retirement and financial planning. Acts as a 3(38) Investment Fiduciary or Discretionary Trustee when appropriate. Specialties: Series 7, Series 6, Series 63, Series 66, RPA, CEBS, AIF, NQPA, CFEI Designation, and Life Accident and Health license.
Experience
Retirement Plan Consultant
Mar 2025 — Present
Education
Bishop Feehan High School
High School Diploma
1989 — 1993
Boston College
BS, Business/Marketing
1993 — 1997
The Wharton School
Certified Employee Benefit Specialist & Retirement Plan Associate Designations
2010 — 2012
Skills
- 401k
- Nqdc
- Series 7
- Series 63
- Fixed Annuities
- Defined Benefit
- Financial Advisory
- Relationship Management
- 403(B)
- Rpa
- Series 6
- Securities Regulation
- Cebs
- Retirement
- Banking
- Mutual Funds
- Financial Planning
- Retirement Planning
- Investments
- 401(K) Retirement Savings Plans
- Defined Contribution
- Series 65
- Retirement Plan Consulting
- Non-Qualified Deferred Compensation
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