Tim's practice exclusively focuses on the design, operation, and compliance of public and private sector qualified and non-qualified employee retirement plans. He has extensive experience with service provider selection and management, investment manager search and due diligence, fiduciary governance, analysis of transaction impact on retirement plans for public and closely held employers, and the treatment of international employees in coordination with global retirement benefits. He monitors and advises clients concerning investigations, DOL and IRS correction programs, and legislative and regulatory developments related to retirement plan operations.Investment advice offered through Accelerate Investment Advisors, a registered investment advisor ("Accelerate"). Advisory services are only offered to clients or prospective clients where Accelerate, dba Accelerate Retirement, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Accelerate dba Accelerate Retirement unless a client service agreement is in place.For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section.Third-party posts on this profile do not reflect the views of Accelerate, its associated persons, or affiliates and have not been reviewed by Accelerate for their accuracy or completeness. Accelerate has not paid for any such comments.

I advise closely-held, public, and non-profit employers on a wide range of employee retirement plan matters, including plan operations and compliance, fiduciary practices, plan investment menu construction and manager monitoring, retirement plan benefits in corporate transactions, and participant outcomes.

Provide consulting services for defined contribution retirement plans (401(k), 403(b), 457(b), etc.) with respect to plan compliance in the areas of ERISA 404(a) and 404(c), plan investment options, vendor management, and participant education.

Provided financial planning services for employees of non-profit organizations. Additionally, recruited, trained and oversaw the activities of Financial Services Representatives.

Provided financial planning services and qualified retirement plan services to clients developed through personal efforts.