Executive Leadership & Retirement Plan Consulting
AIF®, C(k)P®, CPFA
Steven Dimitriou is a founder and Managing Partner of Mayflower Advisors with 30 years of retirement plan industry experience. His current designations include the Accredited Investment Fiduciary (AIF), Certified Plan Fiduciary Advisor (CPFA), and Certified 401(k) Professional (C(k)P®) from The Retirement Advisor University® / UCLA Anderson School of Management Executive Education.
Steve graduated from Colby College with B.A.s in Honors Physics and Economics. Prior to forming Mayflower Advisors, he was a Managing Director at H. C. Wainwright & Co., Inc. leading the Retail Products division, which included Retirement Plan Services and Mutual Fund Research. He was also a Vice President in Alex Brown’s Retirement Plan Services group and one of the original members of the Retirement Sales Team at Massachusetts Financial Services (MFS), Inc. Steve is a Registered Securities Principal and a frequent speaker at industry conferences.
In 2019, Steve served as President of the American Retirement Association (ARA) after serving on its Leadership Council since its formation. The ARA is the parent organization to NAPA, ASPPA, ACOPA, NTSA and the PSCA, representing over 30,000 professionals working in all facets of the retirement plan industry, including advisors, administrators, actuaries and plan sponsors. In 2014, Steve served as President of the National Association of Plan Advisers (NAPA), the largest retirement plan advocacy group in the Nation for Advisors with over 9,000 members. Along with providing continuing education and credentialing, the organizations work directly with Congress and regulatory agencies in Washington, D.C. to shape legislation and rule-making for the industry in an effort to drive successful retirement plan outcomes for participants. Steve is also a founding member of the Retirement Advisory Council (RAC) and has served on several vendor advisory boards throughout the industry.
In 2009, Steve was named PLANSPONSOR Magazine Retirement Plan Adviser of the Year, one of two major industry awards. In 2010 he was named runner up for the second award, the ASPPA-Morningstar Leadership Award. Steve has been named repeatedly to PlanAdviser Magazine’s “Best of the Best” and Top 100 Retirement Plan Advisors lists. In 2011, he was inducted into the inaugural class of the Magazine’s PLANADVISER Hall of Fame. In 2010, Steve was named one of the 40 Most Influential Advisors in Defined Contribution by The 401kWire and made its 50 Most Influential Advisors list again in 2012. The Financial Times has named Steve one of the Top 401 Advisors in the nation every year since the award’s inception in 2015.
Steve has been recognized by both the local and national media for his expertise. He has appeared on CNBC, WBZ television, Fox Business television, U.S. News and World Report, Kiplinger, Investment News and other publications.