Timothy M. Sokoloski
CRPS®
Account Manager Retirement Plan Services
My goal is to assist business owners in designing effective retirement plans as well as educate their employees to make the most of the plan’s benefits.
Skip to content
Education &
Timothy “Tim” Sokoloski serves as a retirement plan services account manager based in Pennsylvania and regularly works with clients throughout the East Coast and Midwest.
Involved in the retirement plan services industry since 2018, Tim works on Savant’s Retirement Plan Services team, where he helps employers navigate plan administration and participant needs with clarity and consistency. He holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation, reflecting his specialized training in employer-sponsored retirement plans.
Before joining Savant, Tim built a well-rounded background in retirement plan administration and participant service, giving him a practical understanding of both sponsor priorities and employee experiences. That perspective shapes his day-to-day work with retirement plans, from operational support to ongoing relationship management.
Tim earned a bachelor’s degree in finance from Penn State University, grounding his work in strong financial fundamentals and disciplined analysis.
When he steps away from work, Tim heads outdoors to fish on Lake Ontario or follows his favorite teams, the Green Bay Packers and the Philadelphia Phillies.
Education &
Designations
- Penn State University
Bachelor of Science in Finance - Chartered Retirement Plans SpecialistSM (CRPS®)