Retirement Consulting Team Lead
John Wilhoit leads the 401(k) Retirement Consulting Practice, supporting clients in the strategic oversight and management of their retirement programs. The practice consults on all corporate sponsored retirement programs including; 401(k) Plans, Defined Benefit Plans, and Non-Qualified Deferred Compensation Plans.
John brings 20 years of experience in consulting on the operational, governance, investment, and employee aspects of corporate sponsored retirement programs. That experience includes evaluating the retirement plans in approximately 200 private equity transactions annually. The focus was to identify potential ERISA violations pre-transaction as well as to identify and execute the acquired entity’s retirement plan strategy going forward. The transactions ranged from small add-on acquisitions to large publicly traded acquisitions/mergers in all industries; providing a depth and expertise in the structure and services offered by firms of all sizes, industries, and unique needs.
Most recently, John was a Senior VP in the New York office at Willis Towers Watson where he was a named advisor in over $3B in retirement plan asset, which included; handling the investment oversight, fiduciary governance and operational consulting for mid to large sized companies.
John is an AIF®, and is a Registered Investment Advisor. In addition, he maintains his Life, Health and Accident License as well as the Series 7, 24, 51, 63, 65 and SIE Securities related licenses. John is headquartered in the Houston, Texas office of Cobbs Allen.