Michael L. Rogers

Shareholder in the Retirement Plan Services Practice

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.

Professional Affiliations

• Member – Western Pension Benefit Conference (WPBC), Silicon Valley Committee
• Member – American Society of Pension Professionals & Actuaries (ASPPA)
• Instructor – Course instructor for SJSU and UC Extension Benefit Classes
• Instructor – ASPPA courses
• Past President – TrustMark/SRT Users Group
• Past Member – Schwab SRT Technologies Advisory Board, Schwab TPA Advisory Board, Fidelity/IBG Advisory Board

Education / Designations

• B.S. in Agricultural Economics with concentration in Managerial Economics - University of California at Davis
• QPA – Qualified Pension Administrator
• QKA – Qualified 401k Administrator
• CPC – Certified Pension Consultant
• QPFC – Qualified Pension Financial Consultant
• AIF ® – Accredited Investment Fiduciary
• TGPC – Tax Exempt and Governmental Plan Consultant
• GFS™ - Global Fiduciary Strategist

Interesting Tidbit

May be the only person in Silicon Valley that worked for their first employer out of college for 18 years.