Gary Casciola

Gary Casciola

Director of Retirement Plan Services

Office: 412-224-5861
Mobile: 412-997-4800
Fax: 412-224-5871
E-mail:
 

 

Gary M. Casciola, AIF®

Director Retirement Plan Services

Gary is a Partner within the firm and has the overall management responsibility of the Retirement Plan Services department. TJS Financial Services, LLC is a proud member of Retirement Plan Advisory Group, a professional alliance of accomplished advisors dedicated to serve and protect sponsors of qualified and nonqualified plans.

For the past 20 years, Gary has worked to guide Plan Sponsors and Fiduciaries through plan development and design, investment management selection, employee education, legislative changes, and ongoing plan administration and monitoring. After carefully evaluating both plan design and investment platform alternatives, Gary’s recommendations are tailored to meet specific clients’ needs. Gary’s employee enrollment and ongoing plan/investment communications assignments are conducted in ways that help participants understand and appreciate the benefit offered.

After receiving his undergraduate degree from Indiana University of Pennsylvania in 1988, he held consulting and management positions with both PNC Bank and Federated Investors. He also completed a graduate program with The Wharton School (Univ. of PA) in Employee Benefit Planning. He has earned the designations of Accredited Investment Fiduciary (AIF®). Gary is a registered securities representative through Invest Financial (Series 6/63/65).

In December 2009, Gary was recognized as one of the "300 Most Influential Advisors in Defined Contribution", based on peer group recognition. Industry influencers like 401kWire.com, 401kExchange, Inc. and The Boston Research Group sponsor the national ranking. The list published by The 401kWire.com, represents the nation’s top advisors working with 401(k) and other defined contribution retirement plans.