Bill Tugaw

Image Bill Tugaw, President/CEO directs our team of independent consultants, Registered Investment Advisors and Certified Financial Planners, representing over 100 years of experience.

With over 30 years of diversified financial services experience, Bill brings longevity, reliability and focus to the SST Team. Bill is a faculty instructor for the International Foundation of Employee Benefit Plans (IFEBP) on Public Sector 401, 403 and 457 Plans. A frequently sought after speaker and educator and the co-author of two books:

Deferred Compensation / Defined Contribution: New Rules / New Game for Public and Private Plans


Defined Contribution Decisions: The Education Challenge

Bill specializes in alternative financing and managed care of benefit plans, post employment health plans (VEBA, §115 Integral Part Trusts, Health Savings Accounts, etc.) and §457(b) Deferred Compensation, §403(b), §401(k) and §401(a) Defined Contribution plan consulting.