Allen Cohen

Allen Cohen is a retirement sales consultant at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since 2015, he fields inquiries from our affiliated advisors and home office staff on all retirement-related topics and initiatives. Allen graduated from Bates College with a BA in English and holds his FINRA Series 6 and 63 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Going Roth: Strategies to Maximize Savings for 401(k) Clients

Case Study Series: Retirement Plan Options for Small Business Owners

Going Roth: Strategies to Maximize Savings for 401(k) Clients

Posted by Allen Cohen

June 26, 2019 at 1:30 PM

Roth 401(k)s have only recently gained traction with plan sponsors, despite the fact that both the Roth IRA and the 401(k) plan have been around for decades. As of 2018, according to the Callan Institute Defined Contribution Trends Survey, 85 percent of 401(k) plans now have a Roth option, up from 68 percent in 2016.

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Topics: Retirement Consulting

Case Study Series: Retirement Plan Options for Small Business Owners

Posted by Allen Cohen

July 11, 2017 at 10:00 AM

Today’s post is the last of our case study series, where we’ve showcased the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore retirement plan options for small business owners.

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Topics: Retirement Consulting

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