Kevin Savage

Kevin Savage, a Senior Retirement Consultant, based in the metro NYC area, has 19 years of experience working with the governance, compliance, and administration of qualified and nonqualified employer-sponsored retirement plans. During his 12 years as a consultant, he helps clients with establishing and formalizing a plan committee structure and governance process, evaluating and selecting investment managers, plan administration vendors and custodians, designing a competitive and cost effective plan design for employees and supporting employers with the ongoing administration and IRS / ERISA compliance needs of their programs.

He has also worked at a large defined contribution plan recordkeeper and was a Benefit Manager with a large hospital system that sponsored a complex retirement program that included a 403(b) plan, 401(k) plan, 457 plans and multiple defined benefit plans.

Kevin earned a B.S. in Finance / Economics from Stockton University in New Jersey and a Masters in Business Administration from St. Joseph’s University in Philadelphia. He is Series 66 and Series 7 licensed and earned a Chartered Financial Analyst (CFA) designation. He is also credentialed as a Certified Employee Benefit Specialist with the International Foundation of Employee Benefit Plans and a Qualified 401(k) Administrator with the American Society of Pension Professionals and Actuaries.