David Boucher, Longfellow Advisors

Not many people can explain the finer points of the latest 401(k) regulations or detail how the “American Jobs and Closing Tax Loopholes Act of 2010” relates to you, but those looking for succinct and clear explanations should turn no further than David Boucher. David’s expertise allows him to fill in the gaps and illuminate the larger issues at hand, whether you need a refresher in fiduciary oversight, or someone to manage your entire retirement plan. As a Principal, Retirement Services, at Longfellow Advisors, David has built a career on a high level of knowledge, varied clients, and a commitment to integrity.

David specializes in creating customized benefit solutions and is able to draw from his experience working with everyone from new startup 401(k) plans to large, multiple employer retirement plans. David also has background in managing fiduciary investment committees and troubleshooting a myriad of operational issues in retirement plans. At Longfellow Advisors, he has direct experience running vendor RFPs, managing fiduciary investment committees, creating and presenting various employee educational topics, and troubleshooting operational issues. 

In addition to writing articles keeping his readers up to date with changes in policy and politics in his field, David has been quoted in the Boston Business Journal, PlanSponsor magazine, PlanAdvisor magazine, and Modern Grocer. He is also a member of Fidelity and Prudential’s leadership council. In December 2010, David was named to the list of the 300 Most Influential Advisors in Defined Contribution by the 401kWire.

David has a Bachelor of Science in finance from Providence College and a Certificate in Financial Planning from Boston University. He also is a Certified Financial Planner™ (CFP®), an Accredited Investment Fiduciary™ (AIF®), and holds FINRA Series 6 and 63 registrations.

David’s leadership and involvement within the industry is what sets him apart, his success and experience speaks volumes to the professional he strives to be regardless of the task at hand. A true thoughtleader in his field, David is your man for all things fiscal, fiduciary, and 401(k).

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