Robert Scherzer heads WIA's Metro New York office, and is primarily responsible for the development and oversight of its institutional consulting business for corporate, tax‑exempt, and governmental retirement plans. Bob has extensive institutional experience, with nearly 30 years in the retirement plan industry. He has spent the majority of his career servicing plans of all sizes and complexities, including several of the nation’s largest retirement plans. His breadth and depth of knowledge cover all aspects of defined contribution, defined benefit, ESOP, and non-qualified plans, including: Recordkeeping platforms Plan Design/Behavioral Finance techniques Institutional investments and stable value portfolios Fiduciary governance Liability-driven investing of defined benefit plans Buy-in/buy-out strategies of defined benefit plans Employee engagement and financial education strategies Prior to founding the Metro New York office in 2016, Bob ran the Principal Financial Group’s largest retirement sales and service office in New York City for many years. Bob supervised its team of 15 highly trained professionals, personally working with plan sponsors and retirement plans of all sizes and complexities, and responsible for annual goals exceeding 500 plans and $1.2 billion in corporate and tax-exempt retirement plan assets. In 2020 Bob was named to the Financial Times 401 Top Retirement Advisers list, recognizing the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.* Bob lives in Basking Ridge, New Jersey with his wife, Leslie, and children Ryan, Connor, Katie, and Colin. His passions include coaching football and baseball at the youth level and spending time at Long Beach Island with his family. Bob is a former board member of the Worldwide Children’s Foundation and current trustee of Chuck’s 15 Yard Foundation, assisting a local family in financial difficulty. *The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. A total of 855 advisors applied for the award, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.