With over 25 years of experience in the qualified retirement plan industry, Buzz has extensive experience in the oversight and operations of retirement plans and assisting plan fiduciaries with their fiduciary responsibilities. He has consistently used his knowledge and experience to deliver best practices and innovative tools to better serve our clients. Buzz has spent his entire professional career in planning, designing, implementation as well as sales and servicing of retirement plans for public and private corporations, healthcare organizations and not-for-profit entities.
Buzz graduated from East Stroudsburg University with a bachelor’s degree (Bachelor of Mathematics), concentrating in Actuarial Science. Buzz has worked with Carroll Consultants for the past 23 years where he gained experience with defined contribution and defined benefit plan designs, plan administration, recordkeeping, investments, compliance and regulatory requirements. Buzz enjoys proactively collaborating with clients to help design plans and procedures to meet client objectives for their qualified plans.