Michael J. Swallow, Cfa, Cpa Email & Phone Number

I am an Executive Vice President for Retirement & Investment Solutions a practice of CBIZ, Inc. CBIZ, Inc (NYSE: CBZ) is a leading national provider of financial, insurance, and advisory services with more than 100 offices located across the country. The work I do for Retirement & Investment Solutions is dedicated to helping retirement plan sponsors mitigate risks and help plan participants reach their retirement goals. I work with organizations sponsoring retirement plans to help them manage the personal liability associated with being a fiduciary to a qualified plan. The Retirement & Investment Solutions practice of CBIZ, Inc. provides a broad range of investment advisory, actuarial, and administration services to thousands of institutional and private clients.Specialities: Retirement Planning, Retirement Plan Design, Retirement Plan Administration, Retirement Plan Compliance, Retirement Plan M&A/Conversions, Fee and Expense Benchmarking, Participant Education/Advice, For 5500 and Schedules, Pension Actuarial, Plan Terminations, InvestmentsRetirement & Investment Solutions has experience working with a variety of plan types, including: 401(k), 403(b), SIMPLE IRA, SEP, 457, 401(a), Profit Sharing Plans, Money Purchase Plan, Pension, Cash Balance, Non-Qualified (DC & DB), SERP, VEBA, UTMA/UGMA and Trust Accounts.*For important disclosures, please visit: https://www.cbiz.com/insurance-hr/services/retirement-investment-solutions/retirement-and-investment-solutions-disclosures

Listed skills include Employee Benefits, Retirement Planning, Strategic Planning, Finance, and 15 others.