Michael J. Malone Email & Phone Number

Mr. Malone was the founder and managing director of MJM401k, an independent 401k plan consulting firm. MJM401k was acquired by SageView Advisory Group in July, 2021. Mr. Malone joined SageView as a Consultant and Managing Director Mr. Malone is a Certified Pension Consultant (CPC) with the American Society of Pension Professionals & Actuaries (ASPPA), and is an Accredited Investment Fiduciary Analyst™ (AIFA). He was the 2011 401(k) Advisor Leadership Award recipient, a national award sponsored by Morningstar, Inc. and the American Society of Pension Professionals & Actuaries. He is a Past-President and a past board member of the Western Pension & Benefits Conference, as well as a member of various other employee benefits professional groups. He is a past-member of ASPPA's Government Affairs Committee and past-Chairman of its Committee on IRS Enforcement. For over thirty years, he has been a frequent author and lecturer throughout the US at industry conferences on 401k and pension topics, and has provided expert testimony to the ERISA Advisory Council at the Department of Labor. His 401k plan consulting experience covers hundreds of corporate clients and tens of thousands of plan participants.Originally a Connecticut native, Mr. Malone received his degree in business with honors from Providence College in Rhode Island. He and his wife Ann and some of their seven children reside in Pasadena, California.

Listed skills include 401K, Erisa, Retirement Plan Consulting, Pensions, and 8 others.

• 

  Consultant And Managing Director At Sageview Advisory Group

  Sageview Advisory Group

  Jul 2021 - Present - Phoenix/So Cal

  SageView Advisory Group purchased MJM401k, LLC on July 1, 2021

• 

  Providence College

  Business And Finance