Alexander Chamitoff, CRPS®
Retirement Plan Specialist for 401(k), 403(b) and Employer-Sponsored Plans
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Retirement Plan Specialist for 401(k), 403(b) and Employer-Sponsored Plans
Areas of Focus
- Business Owners
- Corporate Retirement Plans
- Employee Benefits
- Investing
- Setting Up Retirement Accounts
About Alexander Chamitoff, CRPS®
Choosing and managing a workplace retirement plan can feel unnecessarily complicated. Employers must navigate plan design, fiduciary responsibilities, investment oversight, provider relationships, employee communication, and administrative demands, while employees are simply trying to understand whether they are saving enough for retirement.I help bring those pieces together.
I am Alexander Chamitoff, CRPS®, Retirement Plan Relationship Manager and Participant Education Specialist at Strategic Wealth Design. I work with business owners, plan sponsors, human resources teams, retirement plan committees, and employees to make employer-sponsored retirement plans easier to manage, easier to understand, and more meaningful to the people they are intended to serve.
My primary focus includes:
• 401(k) retirement plans
• 403(b) retirement plans
• Profit-sharing plans
• Cash balance and defined benefit plans
• Plan sponsor and retirement committee support
• Employee enrollment and participant education
• Retirement readiness and financial wellness
• Recordkeeper and service-provider coordination
• Plan benchmarking and ongoing plan reviews
• Fiduciary process and investment oversight support
Before joining Strategic Wealth Design, I served as a primary relationship manager and education resource for more than 400 employer-sponsored retirement plans. That experience gave me a practical understanding of what employers and employees need from a retirement plan advisor: responsive service, clear communication, thoughtful education, and coordination among the many parties involved in operating a plan.
A little about me
I was born and raised in California and now call Nevada home. Outside the office, I enjoy mountaineering, rock climbing, surfing, scuba diving, and other water sports. I also generally have at least two dogs in the house.
Those interests reflect much of what I value professionally: preparation, clear communication, trust, and helping people move confidently toward a meaningful destination.
Want a clearer picture of how your company’s retirement plan compares?
Schedule an introductory conversation to discuss your 401(k), 403(b), profit-sharing, cash balance, or other employer-sponsored retirement plan. We can review your priorities, identify the questions worth asking, and determine whether a more detailed retirement plan review or benchmark would be useful.
Professional Designations
- Chartered Retirement Plans Specialist (CRPS)
Primary Location
8675 S Eastern Ave., Suite 203, Las Vegas, NV 89123
Meeting Options
- Video Conference
- In-Person
- Phone
- Group Classes
- Webinars
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Schedule an introductory conversation to discuss your 401(k), 403(b), profit-sharing, cash balance, or other employer-sponsored retirement plan. We can review your priorities, identify the key questions to ask, and determine whether a more detailed retirement plan review or benchmark would be useful.Offers Investment Management
Yes
About Strategic Wealth Design
Strategic Wealth Design (SWD) is an independent financial services firm that helps employers and individuals make informed decisions about workplace retirement plans, financial planning, and long-term wealth management. We were founded for one purpose: to enrich the lives of the people we touch by helping them create financial freedom and security.For employers, SWD provides retirement plan consulting for 401(k), 403(b), profit-sharing, cash balance, defined benefit, and other employer-sponsored retirement plans. We help business owners, plan sponsors, human resources teams, and retirement plan committees evaluate plan design, understand fees and services, oversee investments, coordinate providers, educate employees, and maintain a disciplined fiduciary process.
Whether an organization is establishing a retirement plan, evaluating an existing plan, or seeking stronger employee engagement, SWD brings together the people, information, and resources needed to move forward thoughtfully.
Who We Serve
Strategic Wealth Design primarily serves employers and the people responsible for managing workplace retirement plans:
• Business owners and company leadership
• Human resources and employee-benefits teams
• 401(k) and 403(b) plan sponsors
• Retirement plan and investment committees
• Trustees, fiduciaries, and finance leaders
• Organizations establishing, reviewing, or improving an employer-sponsored retirement plan
Our Services
At Strategic Wealth Design, our retirement plan consulting services include:
• Plan design consulting
• Fiduciary support
• Investment review and monitoring
• Fee disclosure review
• Comparative plan benchmarking
• Recordkeeper and vendor evaluation
• Investment Policy Statement review
• Retirement plan committee meetings
• Employee enrollment campaigns
• Group education workshops
• One-on-one participant counseling
• Financial wellness and retirement readiness education
Our Fees
We have flexibility in how employers want the fees to be paid for our employer retirement plan services. Fees can be paid by employers, participants, or a combination of the two. Our fees are transparent, and we don't accept commissions for our employer retirement plans.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated.
Education
University of San Diego, Bachelor of Business Administration, Finance
Hobbies and Interests
- Family
- Hiking
- Rock Climbing
- Scuba Diving
- Surfing
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dentists
- Engineers
- Entrepreneurs
- Healthcare Professionals
- Individuals
- Investors
- Mid-Career Professionals
- Physicians
- Private Foundations & Organizations
- Technology Professionals
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5 Stars
Strategic Wealth Design has helped our company with over 50 employees with setting up and managing our 401Ks. They have continually provided advice on investments for myself, my employees, and the business. Mahesh and Paolo are rock stars! They're always willing to go the extra mile to make sure our business is taken care of! I don't know what I would have done without them in our first year of adding 401k benefits to our company! Thank you!
5 Stars
Our company has worked with Mahesh and Strategic Wealth Design for a few years now on our company sponsored retirement plan and our experiences have been very positive. Mahesh and his team have been very responsive and timely when we have questions as they work with us to find the right solutions for our organization. They provide options for the types of plans we can offer, updates on how the market is doing, and any other updates we need to be aware of. We appreciate our relationship with Strategic Wealth Design as our organization continues to grow.
5 Stars
Mahesh and his team are always quick to respond, knowledgeable, and accessible. I highly recommend their services!
5 Stars
The best service and very professional.
5 Stars
The guys at Strategic Wealth are smart team, very good communicator,they know what they are doing and super super niceThey always have a good answer to every question we aske and they go out of their way to help.keep it up team strategic.Thank you
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