Overview

Gender

male

Tom Bastin is the founder and President of ERISA Fiduciary Advisors, Inc. Tom is a former practicing ERISA Attorney who has also owned and operated a third party administration (TPA) firm. His background includes the following experience:

Design, drafting and termination of qualified and non-qualified plan documents.
Review of benefit plans during merger & acquisition activities.
Merger of benefit plans acquired as a result of merger & acquisition activities.
Performance of compliance testing and administrative tasks as a TPA.
Trust tax administration and compliance.
Advanced planning for business succession via the utilization of leveraged ESOP's.
OSJ branch manager for large independent broker-dealer.
First Vice President of branch operations for international bank.