Todd joined the TPA department at HUB International in 2012. In the TPA Division, Todd was a TPA Service Representative with responsibility for more than 15 Retirement Plans. He is also assisting with various other plan sponsors 401(k) administrative functions on 20 other 401(k) plans.
As a Retirement Plan Services Account Manager, Todd will assist with the quarterly and annual investment commentary process, as well as working with TPA and recordkeepers to ensure compliance within various 401(k) plans. He attends meetings with financial advisors to draft Fiduciary Plan Review Summaries. Todd will also give daily support to HUB retirement plan clients and their employees. Todd will work on responding and generating requests for proposals while assisting the financial division with various annual deadlines.
Before coming to HUB International, Todd worked within the Retirement Plan Group as a 401(k) Administrator for TD Bank Wealth Management Group in Portland, Maine. Todd worked for 12 years in the Recordkeeping Department and worked with clients on day-to-day functions with plan sponsors, as well as working on each plans quarterly statement processing. Todd also worked as a Plan Administrator in the Retail 401(k) Division at Putnam Investments in Andover, Massachusetts. In this position, Todd worked with plan sponsors of mid-market 401(k) plans with the daily administration and compliance procedures within each plan sector.