Tom Zgainer Email & Phone Number

Scottsdale AZ

AB401k was acquired by Creative Planning (now with over $240 Billion in Assets Under Management), in August 2019 and I am thrilled to continue the AB401k mission within the CP family of retirement and wealth management solutions.

Scottsdale AZ

In September 2012 I founded America's Best 401k to offer entirely innovative retirement plan solutions to small and medium size businesses. We remember what most plan providers have seemingly forgotten. That the money in 401k plans is the possession of real people. People with families. Families that deserve to have the benefits of the money they have had.

Primary Coverage States Were AZ, CA, UT, CO, WA, HI, AK, And NV

With a focus on the Western U.S. was responsible for business development and supporting opportunities with Financial Advisors, TPA's, Banks, and Payroll Companies. Plan sizes were startups to multi million dollar plans with hundreds of employees. During this time complex plan design became part of my expertise via combining 401k Profit Sharing plans with.

San Francisco Bay Area

Starting in 2002, added over 800 401k plans directly to plan sponsors, primarily to small and startup plans. At different times during my tenure also managed the growing sales team. Developed referrals via financial advisors and launched and grew the company's partner program with independent payroll service bureaus nationwide.

Scottsdale AZ

Throughout the Southwest sold TriNet services for human resources, benefits, payroll, workers' compensation, and strategic human capital services. TriNet helps companies contain HR costs, minimize employer-related risk, and relieve the administrative burden of HR.