Todd Yawit, AIF®, CPFA®


About Todd

Todd is the Director of Employer-Sponsored Retirement Plans at Saxon.

Todd provides advisory services for over 60 plans with over $100 million in assets and is a member of the Cambridge Investment Research Retirement Plan Partners Group consisting of the top tier of retirement plan advisors at Cambridge. This membership provides him access to in-depth retirement plan education and focused group meetings with the members and industry experts. Only 3.5% of Cambridge advisors qualify to be a part of this group. This group of advisors service over 4,000 plans with over $10B in assets under advisement.

Experience

Over his career, Todd has assisted several financial services companies in building their retirement plan divisions, developing products, and developing marketing and communication materials.  He has been a guest speaker for many retirement plan industry groups, discussing topics such as plan design, retirement plan regulations, and fiduciary responsibilities.

Todd has been in the financial services business since graduating from the University of Cincinnati with a BBA in Finance in 1987. He has specialized in employer-sponsored retirement planning since 1994 and he holds the FINRA Series 6, FINRA Series 7, and FINRA Series 63 securities licenses.  He also holds an Accredited Investment Fiduciary® designation and is an Investment Agent Representative.

Check the background of this investment professional on FINRA’s BrokerCheck.

Publications:

What You Need to Know About: The SECURE Act

DOL Electronic Disclosure Safe Harbor For Retirement Plans