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As one of the Principals of Retirement Benefits Group, Mike leads one of the country’s premier retirement plan consulting firms in providing a comprehensive array of advisory services to both qualified and non-qualified retirement plans. Mike has earned a reputation for his knowledge and experience in plan provider search and benchmarking, fiduciary oversight and investment due diligence.
Mike has been in the financial services industry for over 25 years focuses primarily on the corporate retirement plan market. His investment career began in 1987 at Dean Witter, and five years later, he joined Kidder Peabody where he was a founder of The Castner Josephs Retirement Group. Mike was an initial member and founder of National Retirement Partners (NRP). Prior to NRP, Mike was a First Vice President of Investments with Prudential Securities where he achieved the Directors Council for exemplary performance along with inclusion in the Prudential Retirement Services Roundtable of senior consultants.
As a recognized retirement plan specialist, Mike has been a featured speaker and panelist for many retirement plan conferences and seminars throughout the country. He was recognized by PLANADVISER as one of the top 100 retirement plan advisers in 2012*, and was invited to be a member of Prudential Retirement’s Financial Advisory Council in 2013.
*Based on nominations from industry peers and quantitative factors, including number of plans and dollar value of plan assets under advisement.
In the news
- 2015 Financial Times Top 401 Retirement Plan Advisors list
- Fidelity's feverish fee cuts a bid to cure market share woes
Mike’s designations include Professional Plan Consultant, through Financial Services Standards, LLC. Mike earned his Bachelors of Science degree from the University of Iowa with an emphasis in Finance.
CA Insurance Lic. #0A13741
Mike’s passion is playing golf. He serves on the Coto de Caza Men’s Golf Association and Junior Golf committees.