Meet
Meet Steve Scott
AIF, CPFA
Partner
Email: Steve@retirementsolutiongroup.com Phone: 866-352-7731 Ext: 210
With RSG since 2005
My Favorite Thing About My Work at RSG
What we do matters. For most people their 401(k) is their largest investible asset they will ever own/manage. There have been so many moments over 18 years, but one in particular is the Retirement Readiness Seminars we have built for our largest client. Hundreds of people showing up on a Saturday morning, often a bit confused and intimidated, leave with big smiles as the path to their next chapter is noticeably clearer.
About Me
Since founding RSG in 2005, Steve has built a firm with the goal of building a nationally recognized industry leader in the retirement plan consulting space. With 28+ years of industry experience, and has worked for vendors such as State Street Global Advisors, Manulife Financial and John Hancock. Steve has been committed to firm growth through being active in business development and the merger & acquisition space.
Today as CEO, Steve performs many strategic initiatives as RSG prepares for the coming chapters for our firm and the industry. Steve remains very active and hand’s on with client management, particularly focused on the $1 bb + in assets in the client space where the firm operates in a fiduciary capacity.
My Licenses and Certifications
- AIF
- CPFA
- Series 6
- Series 63
- Series 65
- Life and Health for IL and NH
Think of it as an asset of your company, not a box to check on a to-do list. With a little time and thought about your business, people, needs and growth strategy, you can create a custom solution. This solution can become a powerful tool for growth by helping to attract and retain talent, tax strategies and financial wellness/productivity.
What I do at RSG
- Actuarial Services
- Advisory
- Sales and Marketing
- Finance
- Co-Fiduciary Services
- Investment Management
- Key Account Management
- Operations
- Plan Consultation
- Relationship Management
- Special Consulting Projects
- Technology
- Third Party Administration
Ask Me About
- Client Customer Support
- Investment Selection and Monitoring
- Plan Analysis
- Defined Benefit Plans
- Service Provider Selection
- Establish Plan Oversight Committees
- Individual Retirement Accounts
- 3(16) - Co-Fiduciary
- 3(21) - Co-Fiduciary
- 3(38) - Co-Fiduciary
- Providing commentary on Investment Markets
- Mergers and Acquisition Benefit Analysis and Support
- Defined Contribution Plans
- Plan Termination Support
- Multi-Employer Plans
- New Business Development
- Benchmarking Analysis
Background
Undergrad at Emerson CollegeEmerson College MA
25+ years of industry experience.
In My Spare Time I Like...
In my free time, I am often engaged in some sort of sport. Whether it be coaching at Saint Patrick's Academy; cheering my daughter Mya on at a swim meet; standing mountain side as my son Sam competes in ski racing; getting my butt kicked on the tennis courts by my wife Christie; or being a general embarrassment to the game of golf. Life is a game, have fun with it!