With over 23 years of distinguished experience in retirement plan consulting, Todd Schlappi stands as a seasoned expert well-versed in the intricacies of relevant laws and regulations. As a leader within our organization, Todd spearheads our client service and relationship management teams, demonstrating his exceptional skills in advising numerous well-known companies. His extensive track record includes aiding hundreds of businesses in the establishment and administration of their retirement plans.

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In his role as Senior Vice President of the firm and manager of our Lehi, Utah location, Todd plays a pivotal role in ensuring the success of our operations. He brings a wealth of knowledge and holds prestigious designations, including Chartered Retirement Plans Specialist (CRPS) and Accredited Fiduciary Investment Analyst (AFIA®). Todd's commitment extends to working closely with plan sponsors and participants, collaborating to achieve collective retirement plan and investment goals. His leadership and expertise exemplify a dedication to delivering top-tier service and guidance in the complex landscape of retirement planning.