Tax-Smart Retirement Income

Warren Cormier is founder and President of Boston Research Group. He has more than 25 years of quantitative and qualitative experience in financial services research for retail and institutional investment companies, banks, and insurance companies with particular focus on retirement assets. He has served as Director of Research for both Shawmut Corporation and Bank of Boston and was a partner at Temple, Barker & Sloane. Mr. Cormier is recognized as a market research leader in the Defined Contribution industry. In 2006 was voted one of the Top 20 Most Influential People in the Defined Contribution Industry. Mr. Cormier is also the creator of the DCP 2000-2008 plan sponsor satisfaction and market dynamics studies, which have become the standard for service quality and trend measurement in the 401(k) arena. In 2007, Mr. Cormier co-founded the Behavioral Finance Forum with a mission to foster collaboration between the world's leading behavioral finance academics and financial institutions to help consumers make better financial decisions.

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