Shareholder in the Retirement Plan Services Practice
Office: San Jose
For the last 24 years, Mike has enjoyed working in a variety of capacities for a registered Investment Advisory/TPA/Recordkeeping firm specializing in Retirement Plans focusing on plan design, vendor optimization and delivering solutions to address fiduciary liability concerns. He also has extensive experience in pension services, retirement plan consulting and 401k advisory work, Investment Committee activities, Retirement Plan Committee charters and ERISA audits and IRS/DOL correction programs.
Education / Designations
May be the only person in Silicon Valley that worked for their first employer out of college for 18 years.