About
Kevin Savage, a Senior Retirement Consultant, based in the metro NYC area, has 17 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 has helped clients with establishing and formalizing a plan committee structure and governance process, evaluating and selecting investment managers, plan administration vendors and trustees, 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 through Triad Advisors and completed Level I and Level II of the Chartered Financial Analyst (CFA) Program. 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.
Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Kevin Savage and OneDigital Investment Advisors LLC are separate entities from Triad Advisors, LLC.
