Tom Loftus has spent his entire professional career serving 401(k) and 403(b) plans, with key expertise in the oversight and analysis of retirement plan investments. Tom has led a wide range of initiatives for clients, participates on PlanPILOT’s investment committee, and leads due diligence efforts on target-date and other multi-asset solutions. Tom is a Certified Public Accountant and a Level II Candidate in the CFA Program. He earned a Bachelor of Science in Finance and Accounting from Marquette University. As a former recipient of the Evans Scholarship, a college tuition and housing scholarship for golf caddies, Tom remains very connected to the sport of golf. He is an avid golfer and