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Thomas S. Lanahan, CEBS, AIF

Thomas S. Lanahan, CEBS, AIF

President of

Prior to founding in 2000, Mr. Lanahan was a Regional Pension Sales Manager for a national retirement plan provider. Mr. Lanahan’s professional designations include Certified Employee Benefit Specialist (CEBS), which is accredited through the International Foundation of Employee Benefit Plans and the Wharton School of Business, AIF, Accredited Investment Fiduciary® and Series 6, 7 and 66 registrations held through LPL Financial. Mr. Lanahan’s experience and expertise in the qualified retirement plan marketplace provides retirement plan sponsors and employees with a high degree of service and investment education support. provides both group and individual investment counseling sessions.

Below is a summary of the services we will provide as your representative for your Qualified Plan:

  • Group Employee Education Meetings
  • Individual Enrollment & Investment Education Sessions
  • Assistance with Plan Compliance
  • Periodic Review of Investments – performance vs benchmarks – asset classes – proper diversification – objective analysis
  • Quarterly FiRM reports
  • Semi-Annual Investment Performance Meetings with Trustees
  • Client Advocate 
  • Annual 401(k) Plan Benchmarking Report