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Scott D Tuxbury
Scott D. Tuxbury
AIF®
Director of Retirement & Investments
Retirement Plan Advisory Practice
(978) 569-2947TwitterFollow on Twitter
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Scott D. Tuxbury


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Experience

Mr. Tuxbury has over 15 years of experience in the institution retirement plan marketplace. His primary area of expertise is 401(k) plan design, including advising executives and professionals on the legal requirements of qualified retirement plans, addressing issues concerning pension plan investments and developing strategies to mitigate fiduciary liability.

At New Wealth Advisors, Scott is responsible for the firm’s Retirement Plan Advisory Practice. He couples his knowledge of retirement plan design and administration with his expertise in investments, risk management and retirement planning. He is actively involved in the administrative oversight of corporate pension plans with the goal of enhancing plan performance and ultimately participant outcomes. His client base relies on him to assist them in meeting their fiduciary responsibilities, adhering to ever-changing and complex ERISA regulations and meeting their overall goal of providing best-in-class retirement plans for their organizations.

Prior to joining New Wealth Advisors, Scott served as President of Lyons Benefit Partners, an employee and executive benefits consulting firm specializing in the design, administration, and financing of compensation and benefits programs. Scott’s financial experience also includes executive level positions with Franklin Templeton Investments, Dailyaccess Corporation and Fidelity Investments.

Expertise

Retirement plan design and compliance

Plan provider analysis

Fee benchmarking

Fiduciary guidance

Retirement planning

Investment management

Investment strategy

Investment evaluation and monitoring

Investment education and advice

Education

BS – Consumer Affairs; University of Rhode Island

University of Florence, Florence, Italy

Certifications

FINRA Series 65: Uniform Investment Advisor

FINRA Series 7: General Securities Representative

FINRA Series 63: Uniform Securities Agent

MA Life & Health Insurance License

Professional Affiliations

Society of Human Resource Managers, Accredited Investment Fiduciary