David Scheetz

David Scheetz, AIF® CPFA®, is the Director of Qualified Plans at TAG Advisors, where they are instrumental in enhancing the firm's retirement business through outreach initiatives, educational campaigns, and strategic marketing focused on qualified plans. With over 40 years of industry experience, David leads vendor selection and monitoring, manages the fiduciary process, and oversees the operations of the TAG(k) PEP. Prior to their current role, David served in various leadership positions at notable firms including Putnam Investments, OneAmerica, Prudential Financial, and BNY Mellon Asset Management. David holds a BA in Economics and Math from Bates College, further enriching their extensive expertise in retirement plan design and regulatory navigation.