Dave Scheetz, Director - Retirement Plans, TAG Advisors
Dave serves as the Director of Retirement Plans for TAG Advisors. With over 30
years of experience in the retirement space, including managing a third party
administration firm, as well as an employee benefit practice within a regional bank,
Dave’s experience includes work with premier retirement plan companies such as
Merrill Lynch, Prudential and Putnam.
In his role with TAG Advisors, Dave helps financial professionals navigate the
complex world of retirement plans, in service of their clients. Dave assists in plan
design, provider searches, plan benchmarking, obtaining quotes from providers,
fiduciary investment reviews, preparing investment policy statements, and
providing fiduciary support.
Dave currently holds his Accredited Investment Fiduciary license, FINRA Series
6, 63, 65, & 7, as well as a life and health insurance license.