Retirement Plan Consulting

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Lou Chong

CFP®, AIF®, CRPC®

Vice President, Senior Plan Consultant

Lou advises corporations and non-profit organizations on how to structure cost efficient and regulatory compliant retirement plans, customized to the unique needs of the organization. Lou’s 30 years of experience in senior leadership positions within the retirement plan and institutional investment industry provides a high level of consultative expertise to plan sponsors helping them to manage compliant plans, construct diversified investment line-ups, identify excessive fees and deploy effective education strategies for participants.

Prior to joining Mayflower in 2015, Lou spent over 10 years at Fidelity Investments as Senior Vice President in their Retirement Plans Division. He was also Senior Vice President and head of Defined Contribution Services for Franklin Templeton Investments, managing their 401(k) product. Lou also held a senior position at Hartford Investment Management Company, managing business development of institutional investment strategies for corporate and public pension funds.

Lou is a graduate of Colby College where he received a B.A.

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Designations & Registrations

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Accredited Investment Fiduciary® (AIF®)
Chartered Retirement Planning CounselorSM (CRPC®)
Series 7, 26 and 63 Securities Registrations

Background

SVP, Retirement Plans Division: Fidelity Investments
SVP & Head of Defined Contribution Services: Franklin Templeton Investments
SVP: Hartford Investment Management
Principal: Wedgewood Wealth Counsel
Principal: Antaeus Retirement Services

Industry Leadership

Member of the National Association of Plan Advisors (NAPA), the nation's largest retirement plan advocacy group. NAPA is a sister organization to The American Society of Pension Professionals & Actuaries (ASPPA) and has over 7,500 nationwide members.

NQPA™

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