Thomas B. Herbruck, CFP®
Retirement Plan Consultant
Current Position:
Thomas founded Black Box Pension Advocates with the conviction that his team could build a better model to serve the retirement planning needs of employers, employees, individuals and their families. In his capacity as a retirement plan consultant, Thomas assists his clients with the design, implementation, and investment monitoring of retirement plans. Thomas also provides assistance with plan document matters, compliance testing and plan qualification issues, as well as supporting a robust fiduciary risk mitigation and documentation program.
Experience:
12/2010-3/2017: Prior to founding Black Box Pension Advocates, Thomas led the Ohio retirement plan team of Arthur J. Gallagher & Co, working in the downtown Cleveland office.
06/1996-12/2010: Prior to joining Gallagher, Thomas was a partner at Herbruck, Alder & Company where he served as the Director of Operations and head of the Retirement Consulting Practice for 14 years. While at Herbruck Alder, Thomas served as an adjunct professor at Myers University, teaching their graduate-level retirement plan class.
04/1993-06/1996: Prior to joining Herbruck Alder, Thomas worked for Principal Financial Group as a Senior Pension Representative for 3.5 years.
09/1991-04/1993: Prior to joining The Principal Financial Group, Thomas worked as a Group Representative for Connecticut Mutual in their Philadelphia, PA office for 2 years.
Education:
Accredited Investment Fiduciary® (AIF®) from The Center for Fiduciary Studies, 2000. CERTIFIED FINANCIAL PLANNER™ Professional through the College of Financial Planning, 1996. REBC (Registered Employee Benefits Consultant) and CLU from The American College in Bryn Mawr, Pennsylvania in 1994. BA from Hamilton College in Clinton, New York, with a major in Sociology, in 1991.
Licenses, Registrations & Designations:
Series 7 & 63, Investment Advisor Representative, Life & Health Insurance Licenses, CFP® Professional, Chartered Life Underwriter®, Registered Employee Benefits Consultant®, Accredited Investment Fiduciary®.
Series 7 & 63 registrations held through LPL Financial.