Our Team

Stuart Simchowitz , AIF®, C(K)P®, PRP

Director of Retirement Services

Stuart Simchowitz is the Director of Retirement Plan Services for RMR Wealth Builders, Inc. and is focused on working with the firm's advisors and staff to support the service and advice provided to the firm’s 150+ Institutional retirement plan clients.

Stuart has been a dedicated employee benefits consultant for over 30 years with a concentration and focus on retirement plans for the past 20 years. He has primarily served small and mid-market clientele including domestic, multi-national and internationally based enterprises during that time. This includes both private and publicly held companies as well as not-for-profit.

Stuart believes firmly in the empowerment of knowledge, education and experience. He has several leading industry designations such as the C(k)P® through The Retirement Advisor University in conjunction with the Andersen School of Business and Executive Management at the University of California at Los Angeles (UCLA). He also maintains a Plan Sponsor Retirement Professional (PRP) designation in addition to an Accredited Investment Fiduciary (AIF). Stuart has been an adjunct lecturer for The Plan Sponsor University providing fiduciary guidance and education to benefits and finance executives.

From Brokerage director of employee benefit services for large commercial insurance brokerage organization, to Managing Director of benefits focused consulting firms that include a stint with one of the first daily record keeping DC TPA’s, to negotiation of investment management institutional relationships for the record keeping platform, Stuart’s experience within the DC and DB industry is wide and deep.

Currently residing in Westchester New York with his wife, they have five adult children and a grandchild. Stuart enjoys golf, hiking, photography and spending time with family and friends.