Thomas O'Shaughnessy

Thomas O'Shaughnessy Email and Phone Number

SASI 401k is now TPA People, Inc. @ Chicago, IL, US
Chicago, IL, US
Thomas O'Shaughnessy's Location
Palatine, Illinois, United States, United States
Thomas O'Shaughnessy's Contact Details

Thomas O'Shaughnessy personal email

n/a

Thomas O'Shaughnessy phone numbers

About Thomas O'Shaughnessy

Thomas O'Shaughnessy is a SASI 401k is now TPA People, Inc. at SASI 401k is now TPA People, Inc.. He possess expertise in retirement, retirement planning, mutual funds, pensions, employee benefits and 18 more skills.

Thomas O'Shaughnessy's Current Company Details
SASI 401k is now TPA People, Inc.

Sasi 401K Is Now Tpa People, Inc.

SASI 401k is now TPA People, Inc.
Chicago, IL, US
Thomas O'Shaughnessy Work Experience Details
  • Sasi 401K Is Now Tpa People, Inc.
    Sasi 401K Is Now Tpa People, Inc.
    Sasi 401K Is Now Tpa People, Inc.
    Chicago, Il, Us
  • Sasi 401K
    Company Owner Retirement Third Party Adminsitration Firm
    Sasi 401K Mar 2023 - Present
    Greater Chicago Area
    I am one of two owner officers of SASI Retirement Plans, and Third Party Adminsitration Firm supporting employers who sponsor 401k retirement plans and the financial advisors who serve them. We are currently providing administration for Capital Group Companies (American Funds), Equitable Retirement Services, Voya Retirement Services, John Hancock Retirement Services, Principal Retirement Services and others. We also actively support 403b programs, 457 plans, cafeteria programs as well as 409A funded non-qualified deferred compensation arrangements for key executives. Business owners- Ask your financial advisor about us. Financial Advisors- Ask your preferred retirement recordkeeper about us.
  • Avma Plit
    Chief Operating Officer For The Trust- Later Plan Consultant Association Retirement Program
    Avma Plit Nov 2019 - Oct 2024
    Chicago
    View
  • Avma Life
    Chief Operating Officer For The Trust- Later Plan Consultant Association Retirement Program
    Avma Life Nov 2019 - Oct 2024
    Schaumburg, Il
    View
  • Marcum Financial Services Llc
    Senior Director Corporate Benefits Group
    Marcum Financial Services Llc Apr 2017 - Nov 2019
    Greater Chicago Area
    View
  • Bkd Wealth Advisors
    Managing Director
    Bkd Wealth Advisors Nov 2014 - Feb 2016
    Oak Brook Terrace, Il
  • Wolf & Company Llp
    President – Retirement Planning Services
    Wolf & Company Llp May 2014 - Jan 2015
    Oak Brook Terrace, Il
    View
  • Hunter Benefits Consulting Group, Inc.
    Principal- Director Of Marketing And Sales
    Hunter Benefits Consulting Group, Inc. Mar 2010 - Apr 2014
    View
  • John Hancock Retirement Services
    Regional Marketing Director
    John Hancock Retirement Services Aug 2003 - Mar 2010
    View
  • John Hancock Usa (Aka Manulife Financial)
    Regional Marketing Director
    John Hancock Usa (Aka Manulife Financial) 2003 - Mar 2010
    View
  • State Street Research
    Regional Vice President
    State Street Research May 2001 - Oct 2002
    View
  • Scudder Investments
    Retirement Plans Sales Associate
    Scudder Investments Nov 1996 - Apr 2000
  • H.D. Vest Financial Services
    Retirement Plans Specialist
    H.D. Vest Financial Services Apr 1996 - Sep 1999
    View

Thomas O'Shaughnessy Skills

Retirement Retirement Planning Mutual Funds Pensions Employee Benefits Financial Advisory Small Business Fixed Annuities Defined Benefit Financial Services Retirement Plan Consulting Investments Erisa Valuation Marketing Insurance Life Insurance Morningstar Wealth Management Series 7 Disability Insurance 401k 401 Retirement Savings Plans

Thomas O'Shaughnessy Education Details

Frequently Asked Questions about Thomas O'Shaughnessy

What company does Thomas O'Shaughnessy work for?

Thomas O'Shaughnessy works for Sasi 401k Is Now Tpa People, Inc.

What is Thomas O'Shaughnessy's role at the current company?

Thomas O'Shaughnessy's current role is SASI 401k is now TPA People, Inc..

What is Thomas O'Shaughnessy's email address?

Thomas O'Shaughnessy's email address is th****@****its.com

What is Thomas O'Shaughnessy's direct phone number?

Thomas O'Shaughnessy's direct phone number is +163062*****

What schools did Thomas O'Shaughnessy attend?

Thomas O'Shaughnessy attended College For Financial Planning, University Of Illinois At Urbana-Champaign.

What skills is Thomas O'Shaughnessy known for?

Thomas O'Shaughnessy has skills like Retirement, Retirement Planning, Mutual Funds, Pensions, Employee Benefits, Financial Advisory, Small Business, Fixed Annuities, Defined Benefit, Financial Services, Retirement Plan Consulting, Investments.

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