Stuart Simchowitz, Aif, C(K)P, Prp Email and Phone Number
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Stuart Simchowitz, AIF, C(k)P, PRP is the Vice President of Business Development at RMR Wealth Builders, Inc. Stuart plays a pivotal role in bringing the expertise of our Workforce Solutions Team to the employers that need it most and ensuring the are finding their way to the services that can help them meet their organization’s goals for their benefits and retirement plan offerings. At RMR Wealth, our goal is to offer benefits and retirement plans that provide optimal value to your employees and your company while also ensuring they meet compliance requirements and operate efficiently. Tackling that on your own can be tough. Stuart and our Workforce Solutions Team are here to support you from comparing plans to negotiating with vendors. Even enrolling and educating employees, all while making sure you stay competitive and compliant.(See full bio under documents.)Investment advisory services offered through RMR Wealth Builders, Inc., a Registered Investment Adviser. Representatives of RMR do not provide legal or tax advice. https://adviserinfo.sec.govhttps://www.rmrwealth.com/p/disclosure
Rmr Wealth Builders, Inc.
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Vice President Of Business DevelopmentRmr Wealth Builders, Inc. Jan 2023 - PresentMontclair, NjStuart Simchowitz, AIF, C(k)P, PRP is the Vice President of Business Development at RMR Wealth Builders, Inc. As the Vice President of Business Development, he plays a pivotal role in shaping the growth of RMR Wealth’s Workforce Solutions Platform by helping plan sponsors uncover the services we offer.Stuart’s primary responsibilities in this role involve connecting RMR Wealth with plan sponsors who have a passion for serving their plan participants through better plan design and who prioritize plan efficiency through technology.
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Director Of Retirement Plan ServicesRmr Wealth Builders, Inc. Nov 2014 - Feb 2023Montclair, New Jersey, United StatesAs the Director of Retirement Plan Director of Retirement Plan Services, Stuart worked alongside a dedicated team of experienced professionals, supporting consulting and advising services to RMR’s retirement plan customers. Stuart has worked in all facets of the employee benefits market for over 30 years for both domestic and international firms for both domestic and foreign-based plans.
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Adjunct LecturerTpsu - The Plan Sponsor University Feb 2014 - Nov 2016Fordham & Fairleigh Dickenson Universities -Manhattanville College, Univ. So. FlThe Retirement Advisor University (TRAU) has formed The Plan Sponsor University (TPSU) to educate and train employers to better manage their corporate retirement plan(s) on behalf of their participants, help improve outcomes and to introduce plan sponsors to plan advisors who can help them to accomplish these goals. TPSU offers employers charged with the responsibility of company retirement plan oversight the opportunity to increase their knowledge and expertise in areas such as retirement plan design and operation, management of their fiduciary obligations, improving outcomes for those who participate and, upon completion of the program, awards the enrollee certification as a C(k)PS - Certified 401(k) Plan Specialist.The university is a collaboration with the UCLA Anderson School of Management Executive Education that launched in 2010 by offering the C(k)P - Certified 401(k) Professional designation for plan advisors. TPSU follows suit by offering the first comprehensive and national online and in-person workplace retirement plan certification program to business owners, financial professionals, benefits specialists and other plan fiduciaries. Advisors that present the curriculum and train those who enroll in The Plan Sponsor University must meet strict criteria established to ensure that only the most experienced and qualified retirement plan professionals become Adjunct Lecturers at TPSU -
President & CeoSammax Consultants Ltd. Dec 1991 - Nov 2014Scarsdale, NyCorporate Retirement Plan consulting, benchmarking investment return, risk & expense analysis. Investment policy statement consulting and drafting. Fiduciary consulting on investment, operations, administration and compliance matters. Act as ERISA 3(21) and/or an ERISA 3(38) Fiduciary to corporate retirement plans. Benchmark and analyze performance of Plan Advisors. -
Registered AdvisorAmerican Portfolios 2008 - Oct 2014Assist employers design and operate qualified retirement plans including investment options, administrative and record keeping vendor analysis and benchmarking. Fiduciary audits and consulting -
Senior Managing DirectorAvenir Equity Llc Jul 2002 - Oct 2007White Plains, NyManage sales and consulting process for 3 senior advisors and consultants.
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Senior Account Representative Retirement SalesThe Mony Group Oct 1988 - Nov 1991New York, NySale of investment management, record keeping and administrative services to institutional retirement plans in the mid-market.
Stuart Simchowitz, Aif, C(K)P, Prp Skills
Stuart Simchowitz, Aif, C(K)P, Prp Education Details
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Frequently Asked Questions about Stuart Simchowitz, Aif, C(K)P, Prp
What company does Stuart Simchowitz, Aif, C(K)P, Prp work for?
Stuart Simchowitz, Aif, C(K)P, Prp works for Rmr Wealth Builders, Inc.
What is Stuart Simchowitz, Aif, C(K)P, Prp's role at the current company?
Stuart Simchowitz, Aif, C(K)P, Prp's current role is Vice President of Business Development.
What is Stuart Simchowitz, Aif, C(K)P, Prp's email address?
Stuart Simchowitz, Aif, C(K)P, Prp's email address is ss****@****nts.com
What is Stuart Simchowitz, Aif, C(K)P, Prp's direct phone number?
Stuart Simchowitz, Aif, C(K)P, Prp's direct phone number is +191435*****
What schools did Stuart Simchowitz, Aif, C(K)P, Prp attend?
Stuart Simchowitz, Aif, C(K)P, Prp attended Queens College, State University Of New York College At Brockport.
What are some of Stuart Simchowitz, Aif, C(K)P, Prp's interests?
Stuart Simchowitz, Aif, C(K)P, Prp has interest in Children, Voluntary, Retirement Plans, Group Medical, Politics, Group Short Term Disability, Education, Vision Qualified And Non Qualified, Target Benefit Plans, Group Long Term Disability.
What skills is Stuart Simchowitz, Aif, C(K)P, Prp known for?
Stuart Simchowitz, Aif, C(K)P, Prp has skills like Wealth Management, Management, Retirement Planning, Investments, Retirement, Mutual Funds, Financial Advisory, 401k, Asset Allocation, Employee Benefits, Investment Advisory, Finance.
Who are Stuart Simchowitz, Aif, C(K)P, Prp's colleagues?
Stuart Simchowitz, Aif, C(K)P, Prp's colleagues are Rmr Wealth, Anthony Gallardo, Dennis Karpenko, Anthony Fanara, Derek Chylinski, Alexander Salton, Cfp®, Crps®, Smitha Rijilesh.
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