Sam Rosenfield is a Retirement Plan Analyst specializing in helping businesses build and maintain effective, comprehensive retirement plans. With a detail-oriented approach and a focus on plan operations and fiduciary standards, he works closely with clients to ensure both the regulatory requirements and goals of each retirement plan are met. Sam plays an important role in the firm’s retirement plan analysis, and is committed to making retirement planning more accessible, strategic, and impactful.

Sam graduated from the University of Rochester with a Bachelor of Arts in Political Science and Environmental Studies, bringing a unique perspective to retirement plan analysis—combining policy insight, systems thinking, and analytical rigor. This interdisciplinary foundation enhances his ability to navigate regulatory frameworks, assess long-term financial strategies, and provide clients with thoughtful, forward-looking retirement solutions.

Outside of the office, Sam enjoys fly fishing, golfing, and spending time with his friends and family. He is an avid Boston sports fan.