Al Schwartz is the Director of Retirement Services for Retirement Planning Group, LLP. In this role, Mr. Schwartz is responsible for the operations of the group which assists employees and businesses with retirement plans including pension, profit-sharing, defined benefit and 401(k) programs. Mr. Schwartz’s group of 12 professionals currently manages over 550 retirement plans for many industries.
Mr. Schwartz joined RPG in 2005. He brings to the firm more than 40 years of experience in retirement planning and customer service including work with many large insurance firms. Most recently he was Vice President of retirement operations with Retirement Planning Associates located in Waterford, Conn. where he was responsible for managing daily operations of its third party administration group. His team of 11 professionals provided service to 400 pension plan sponsors. Prior to that, he worked at The Travelers in Harford, Conn. as the Assistant Director of Operations. Mr. Schwartz was also Director of Client Services/Regional Sales Officer (1989-1991), Manager of Client Relations (1985-1989) and unit manager (1982-1984) at The Travelers. Mr. Schwartz also spent two years at Metropolitan Life Insurance in New York as a senior pricing analyst/unit manager.
Mr. Schwartz has been a contributor to various publications including the Worcester Business Journal.
Mr. Schwartz holds a bachelor’s of science degree in business administration from the University of Connecticut and is a member of the American Society of Pension Professionals and Actuaries.
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