Tom Simonson
Partner/Managing Director at Creative Planning Retirement Services
- Role
- Partner Managing Director at Creative Planning Retirement Services
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Tom Simonson
I help for-profit and not-for-profit employers align their qualified and non-qualified retirement plans to meet their business goals. Areas of focus include assessing employee retirement readiness, fiduciary liability management, investment selection and monitoring, vendor management/evaluations, plan design, and employee communications. Prior to joining Lockton Retirement Services, I spent nine years as a retirement plan consultant and regional leader with Mercer and six years as a sales representative for Principal Financial Group\'s retirement services division.
Experience
Partner Managing Director
Creative Planning Retirement Services
Dec 2021 — Present · Charlotte, NC, US
Lockton Retirement Services became a part of Creative Planning in December 2021 and continue to deliver retirement plan advisory and financial wellness solutions to employers nationwide including our Lockton partner relationships.
Education
Iowa State University - Ivy College of Business
Bachelor of Business Administration - BBA, Finance
1991 — 1995
Wake Forest University
Master of Business Administration (M.B.A.)
2009 — 2011
Skills
- Investment Strategies
- Alternative Investments
- Asset Allocation
- Mutual Funds
- Pensions
- Wealth Management
- Defined Benefit
- Defined Contribution
- Investments
- Retirement
- Financial Services
- Retirement Plan Consulting
- Employee Benefits
- Erisa
- Retirement Planning
- 401k
- Series 7
- Qualified Retirement Plans
- Investment Advisory
- Series 63
- Investment Management
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