Mike has a Bachelor Degree in Accounting from Illinois Wesleyan University


Mike has 20 years of experience working with retirement plan administration. Mike works with clients on plan design, generating all compliance reporting on an annual basis including 5500 processing.  Mike also processes all 1099-R reporting for those clients that are not with a recordkeeper and processes all 8955-SSA reporting to the IRS for the entire firm.

Upcoming speaking engagements

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Resources and event materials

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