As Director of Retirement Plans for Sax Wealth Advisors, Eric serves as a dedicated resource for businesses and nonprofit organizations who sponsor a workplace retirement plan for their employees. Eric ensures that employers and individual 401(k) savers alike have the long-term strategy, vision and support needed to help put retirement readiness in reach.
Eric has specialized in retirement plans throughout his career, gaining extensive experience on both the recordkeeping and investment provider sides of the industry. Prior to joining Sax, Eric spent more than 9 years at Prudential and 3 years at Fred Alger Management working closely with Plan Sponsors, their advisors, and vendors.
Eric is a graduate of Rutgers University in New Brunswick, NJ and holds the designation of Accredited Investment Fiduciary (AIF®). An active Rutgers alum, Eric is the Treasurer of the Rutgers Club of NYC, a social and philanthropic organization for Rutgers alumni in the greater NYC area. He enjoys spending time with his young son, being a “dog Dad” to two poodles, attempting to play golf, and chess.
Awards & Honors
Receive Our Newsletters
Sign up to receive the latest Sax news in your email inbox: