Michael J. Malone, CPC, AIFA
Mike Malone is a Managing Director at SageView Advisory Group, focused on advising clients on plan design, compliance, fiduciary responsibility and in-depth consulting issues. Prior to this, Mike was the founder and managing director of MJM401k, a retirement consulting firm that was acquired by SageView in 2021.
Mike is a Certified Pension Consultant (CPC) with the American Society of Pension Professionals & Actuaries (ASPPA) and an Accredited Investment Fiduciary Analyst™ (AIFA®). Mike was the 2011 recipient of the 401(k) Advisor Leadership Award, a national award sponsored by Morningstar, Inc. and ASPPA. He is a past-President and a past board member of the Western Pension & Benefits Council (WP&BC) and was honored with a Lifetime Achievement Award by that organization in 2008. He is also a member of various other employee benefits professional groups.
For over thirty-five years, Mike has been a frequent author and lecturer throughout the U.S. at industry conferences on the various plan design and plan investment aspects of pension and retirement plan arrangements and has provided expert testimony to the ERISA Advisory Council at the Department of Labor. His plan consulting experience began with work on some of the first 401(k) plans in the country and has continued since then covering hundreds of corporate clients and tens of thousands of plan participants.