Michael E. Morris
Managing Director
Details: Michel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result, the breadth and depth of knowledge includes all aspects of defined contribution, defined benefit and non-qualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs.
➤ Recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017, 2018 & 2019
➤ Recognized in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine
➤ Named as a “Top 300 influencer” by the DCPI
➤ Holds the Non Qualified Plan Administrator (NQPA), Chartered Retirement Plan Specialist (CRPS®), and the Certified 401(k) Professional (C(k)P) designations.
➤ Founding Lecturer of The Retirement Advisor University (TRAU) a collaboration with UCLA Anderson School of Management Executive Education
Over the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans, and, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security.
The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017, 2018 & 2019). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research.
The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees.
Details: Michel has extensive experience with over 30 years in the financial services industry. He brings a unique perspective and has spent the majority of his career working for some of the largest retirement plan providers and nationally recognized consulting groups and have consulted on hundreds of retirement plans. As a result, the breadth and depth of knowledge includes all aspects of defined contribution, defined benefit and non-qualified plans. Michael has a passion and deep expertise in helping plan sponsors and participants address their pre and post-retirement needs.
➤ Recognized as a “401 Top Retirement Plan Advisor” by the Financial Times 2017, 2018 & 2019
➤ Recognized in the article “Who the Best Advisors Are” by PLANSPONSOR Magazine
➤ Named as a “Top 300 influencer” by the DCPI
➤ Holds the Non Qualified Plan Administrator (NQPA), Chartered Retirement Plan Specialist (CRPS®), and the Certified 401(k) Professional (C(k)P) designations.
➤ Founding Lecturer of The Retirement Advisor University (TRAU) a collaboration with UCLA Anderson School of Management Executive Education
Over the past 7 years Michael has been selected as a delegate to the National Association of Plan Advisors' (NAPA) DC Fly-In Forum, an exclusive gathering of the nation's leading retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans, and, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security.
The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017, 2018 & 2019). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research.
The 401kWire’s 2011 300 Most Influential DC Advisors is a list based on nomination and votes as well as input from distributors working with the advisors, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees.
Email me.png)
.png)
