Steven Dimitriou

Steven Dimitriou

Managing Partner

Phone: 617-259-1767
Fax: 617-259-1768
E-mail:

Steven Dimitriou is a Managing Partner at Mayflower Advisors, LLC. His primary duties involve working with companies and their employees with the design, implementation, and operation of their defined contribution retirement plans. He has his Accredited Asset Management Specialist (AAMS®) designation and the PlanSponsor Retirement Professional (PRP) designation.
 
Steve has over 19 years of experience in the retirement plan industry, with a particular focus on participant directed plans. Prior to forming Mayflower Advisors, he was a Managing Director at H. C. Wainwright & Co., Inc. responsible for the Retail Products division, which included the Retirement Plan Services and Mutual Fund Research departments. From 1995 to 1999, he was Vice President at BT Alex Brown, overseeing all aspects of acquisition and service for the Midwest and Northeast Corridor for the Retirement Plan Services group. Previously, he was one of the original members of the Retirement Sales Team at Massachusetts Financial Services (MFS), Inc. in Boston.
 
Steve is a graduate of Colby College where he received a B.A. in both Honors Physics and Economics. He is a Registered Principal and is also a frequent speaker at industry conferences and workshops.

In 2009, Steve was named PLANSPONSOR Magazine Retirement Plan Adviser of the Year1, after previously being honored as one of the “Best of the Best” Retirement Plan Advisors by the publication in 2006.  In 2010, Steve was named one of the 40 Most Influential Advisors2 in Defined Contribution by The 401kWire and was a Semi-Finalist for the 2010 ASPPA-Morningstar Leadership Award3.  In 2011, Steve was inducted into the inaugural class of the PLANADVISER Hall of Fame4in recognition of his contributions to the retirement plan industry and was again named one of the Top 100 Retirement Plan Advisors5 in the country by PlanAdviser Magazine.

Steve has been recognized by both the local and national media for his expertise. He has appeared on CNBC, WBZ television, Fox Business television, U.S. News and World Report, Kiplinger, Investment News and other publications.
  

 
1 Criteria was based on a series of qualitative and quantitative measures, including input drawn directly from plan sponsors whose programs benefit from advisors' services. Quantitative measures included the ability to demonstrate an impact on plan participation, deferral rates, cost savings, and/or service enhancements.
PLANSPONSOR magazine is a premier publication reporting on retirement issues and benefits programs.
 
2.40 Most Influential Advisors were selected from a on-line survey of retirement plan industry insiders by The401kWire.
 
3 2010 ASPPA-Morningstar Leadership Award nominations were selected by solicited entries from retirement plan advisors, their employers, plan sponsors and other various contributors to the retirement industry.  These entries are based solely on completed forms and both qualitative and quantitative measures.  ASPPA membership is neither a requirement for the nominee.  ASPAA staff, management and board members are ineligible to nominate.  Production may be a factor in nomination.
 
4 PLANADVISER Hall of Fame inductees include all the distinguished advisers who have been recipients of PLANSPONSOR's annual Retirement Plan Adviser of the Year award and Retirement Plan Adviser Team of the Year award.
 
5 Nominations were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators. To enter the awards process, nominees must complete a form providing various details of their practice, including the details displayed here. These lists are based solely on quantitative factors.
    
 

 

 
Steve's California Insurance License # is 0F41292