Robert Schwartz, AIF®

Robert Schwartz, AIF®

Senior Retirement Consultant

Phone: (610) 251-0670
Fax: (610) 640-0989
E-mail:
 

Professional Focus

  • Bob brings over 25 years of experience working with 401(k) plans and has a thorough working knowledge of all types of qualified employee benefit plans.

  • Responsible for working with Tycor’s retirement clients and their employees, assisting them with their retirement and investment needs.

  • Involved in all phases of the 401(k) communication process on both an employer and employee level.

  • Bob conducts the initial and ongoing enrollment meetings and provides ongoing participant education.

  • Responsible for monitoring and reviewing the retirement plan’s investment lineup and conducts ongoing meetings with the plan’s investment committee.

 

Professional Organizations

  • Financial Services Institute (FS) Member
  • American Society of Pension Professionals & Actuaries (ASPPA) Member

 

Education/Credentials

  • MBA, Finance, University of Scranton

  • BS, Business Administration, University of Scranton

  • Accredited Investment Fiduciary, AIF®

  • Series 7 (General Securities Representative)

  • Series 24 (General Securities Principal)

  • Series 63 (Uniform Securities Agent State Law Exam)

  • Series 65  (Uniform Investment Adviser  Law  Exam)

  • Life, Health and Annuity License

 

Lectures/Articles
 

  • Bob has taught numerous continuing education courses on such topics as the Basics of Investing and Planning for Retirement.

 

Personal Interests

  • Bob is an avid sports fan and enjoys traveling.