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 Stewart Cohune
President,, MG Advisory Services, LLC
Stewart Cohune is President of MG Advisory Services, LLC. He is responsible for the development roadmap for its signature product RetireTool(k)it. RetireTool(k)it is a first-of-its-kind, web application that enables advisors to quickly and easily meet the demands of today’s customers. It provides advisors, brokers, and TPAs with a open architecture tool that delivers an end-to-end solution, from fund selection and monitoring, investment policy statements, plan proposal and plan enrollments kits to quarterly and annual monitoring reports.
Mr. Cohune, an advisor by trade, has over 20 years experience in the 401(k) business. Prior to joining MG Advisory Services, LLC, he was the President of Pen-Cal Administrators, a regional TPA firm, and was responsible for 401(k) business. In that capacity he led the development, infrastructure and systems for the company’s daily valuation recordkeeping system for both qualified and non-qualified plans.
Mr. Cohune earned a B.A. in Speech Communication from Cal Poly State University. He holds Series 7, 24 and 66 licenses.
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