Todd Gibson
Retirement Plan Client Relationship Executive
Background
Todd joined the TPA department at HUB International in 2012. In this role, Todd was a TPA Service Representative with responsibility for more than 15 retirement plans. He also assisted with various other plan sponsor 401(k) administrative functions on 20 additional 401(k) plans.
As a Retirement Plan Services Account Manager, Todd assists with the quarterly and annual investment commentary process, as well as working with TPAs and recordkeepers to ensure compliance within various 401(k) plans. He attends meetings with financial advisors to draft Fiduciary Plan Review Summaries and gives daily support to HUB retirement plan clients and their employees. Todd also works on responding and generating requests for proposals while assisting the financial division with various annual deadlines.
Before coming to HUB International, Todd worked within the Retirement Plan Group as a 401(k) Administrator for TD Bank Wealth Management Group in Portland, Maine. Todd worked for 12 years in the Recordkeeping Department and worked with clients on day-to-day functions with plan sponsors, as well as working on each plan’s quarterly statement processing. Todd also worked as a Plan Administrator in the Retail 401(k) Division at Putnam Investments in Andover, Massachusetts. In this position, Todd worked with plan sponsors of mid-market 401(k) plans with the daily administration and compliance procedures within each plan sector.
The Financial Professionals of HUB International New England LLC provide securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. TPA services offered by HUB International are separate and unrelated to Commonwealth. 275 US Route One, Cumberland Foreside, ME 04110 (207) 829-3450
Hub International New England and Hub International are separate and unrelated to Commonwealth Financial Network.
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Advisor Location
275 US Route One Cumberland Foreside, ME 04110