Tom is responsible for maintaining and expanding Frenkel’s retirement plan business and developing the tools that will help clients meet their fiduciary, communications and compliance responsibilities; to ensure a successful plan outcome for both the plan sponsor and the participant. Tom brings over 30 years of experience in retirement services to Frenkel Benefits.
Prior to joining Frenkel, Tom worked for leading insurance carriers including MetLife, John Hancock and Lincoln Financial in a 401k sales environment. He has a master’s degree in Investment Management and is a Certified Employee Benefit Specialist (CEBS). Tom also holds a Series 6 and Series 63 FINRA registration and is a licensed Life, Accident and Health agent in New York State.