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  • Management Team

Matthew Cahill, CFA, J.D.

Senior Retirement Plan Consultant

MY MOTTO IN LIFE…

Keep it simple.

MY FAVORITE VACATION DESTINATION…

Jupiter, Florida.

(978) 569-2922

Experience

Mr. Cahill brings to the Firm deep knowledge in matters relating to the retirement plan industry and ERISA. In his role as Senior Retirement Plan Consultant at MFA Asset Management, Matt works with retirement plan sponsors and committees to ensure they are in compliance with ERISA’s rigorous standards. He is skilled in developing plan investment lineups and investment policy statements, conducting fiduciary and participant education, and guiding clients through the complex matters surrounding their retirement plans. His areas of expertise include selecting and monitoring plan investments as an ERISA 3(21) Fiduciary, retirement plan design and compliance, fiduciary and participant education, trusts, custody, fiduciary issues, vendor oversight and fee benchmarking.

Prior to joining MFA Asset Management, Matt served as Compliance Manager for Great Hill Partners. He was also a member of the legal department at Putnam Investments, providing legal and compliance support for the Firm’s retirement, defined contribution recordkeeping and institutional businesses relating to the Investment Advisers Act, ERISA and the Internal Revenue Code.

Education

  • J.D. – Suffolk University Law School
  • B.A. – Politics; Saint Anselm College

Professional Affiliations

  • CFA Institute
  • BSAS – Boston Security Analysts Society
  • Friends of The Lowell Community Charter Public School – Board Member

Expertise

  • Retirement plan design and compliance
  • IRS plan compliance programs: SCP, VCP, Audit CAP
  • Investment selection and monitoring
  • Collective investment trusts
  • Employee benefit plan due diligence
  • Fee benchmarking
  • Fiduciary guidance
  • Participant education

Certifications

  • CFA – Chartered Financial Analyst®
  • Licensed attorney in Massachusetts and New York

OUR TEAM

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