Thomas Crutchfield, CFP, AIF, PPC

Thomas Crutchfield is manager of business development consulting at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since April 2012, he is responsible for providing top-level retirement consultation and support for all assigned retirement plan advisors and corresponding practices on the East Coast. Thomas also plays a key role in the overall advancement of Commonwealth’s core retirement business through strategic business planning and recruiting responsibilities. Thomas graduated from the University of Houston with a bachelor’s degree in business administration.

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

Recent Posts

Finding the Right Retirement Plan Recordkeeper for Your Client

Finding the Right Retirement Plan Recordkeeper for Your Client

Posted by Thomas Crutchfield, CFP, AIF, PPC

July 18, 2018 at 1:30 PM

It’s a common misconception that all retirement plan recordkeepers are the same. But in my view, each provider has differentiating strengths to consider. If you choose a recordkeeper without taking into account all of the interested parties, you may end up with a recordkeeper who doesn’t meet the needs of the plan participants, the third-party administrator (TPA), or your practice—which is ultimately not the best choice for your client, either.

Set your client up for success from the start with this four-step process for finding the right retirement plan recordkeeper.

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Topics: Retirement Consulting

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