Robert McCaffrey is currently a Vice President at Fidelity Investments, specializing in qualified and nonqualified plan design and compliance. They have extensive experience as a retirement plan design consultant and manager, with a strong background in IRS and DOL standards. Previously, Robert served as a Manager at Tofias PC from 1988 to 1995, focusing on auditing and plan design consulting. They hold a Master of Science in Taxation, with Distinction, from Bentley University and a Bachelor of Business Administration in Finance from the University of Massachusetts Amherst.
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