Company Mission Statement

TJW Fiduciary Plan Consultants, LLC provides the highest standard of care in advising employers in regards to their plan-sponsored retirement programs. The consultation that our company delivers is formalized, standardized, and process-oriented. The members of our company use their education, credentials, prior experience in managing assets and overseeing institutional retirement programs to supply an analysis that is separate from any other party associated with the governing of the employer’s retirement plan. The guidance is therefore independent, objective, and free from any potential conflicts of interest. The advocacy provided by TJW Fiduciary Plan Consultants, LLC may help to mitigate the potential legal risks employers face while sponsoring institutional retirement plans. It also adheres to the highest degree of ethics for the benefit of plan participants.

Leadership Profile

Timothy J. Windos

Managing Member

Eleven years as a Senior Financial Advisor at VALIC who serviced employer plan-sponsored retirement programs. Employers included for-profit organizations, school districts, higher education institutions, healthcare organizations, and municipal governments (401(k), 403(b), 401(a) and 457(b) plans)

Serviced and educated over 2,400 employees with their investments within their employers’ particular retirement plan, totaling over $120 million in assets

Nine years experience as a Branch and District Manager of NJ for VALIC, AXA Equitable, and Lincoln Investment Planning. Primary role was as a Relationship Manager to large employer groups regarding their retirement programs, collaborating with key decision-makers regarding the governing of their plans. Also functioned as a Registered Principal/Designated Supervisor of Compliance