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This profile was last updated on 9/23/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Bud Green

Wrong Bud Green?

Chief Investment Officer ( Chief ...

Phone: (310) ***-****  HQ Phone
Email: g***@***.com
3415 S. Sepulveda Blvd Suite 1100
Los Angeles, California 90034
United States

Company Description: MJM401k is unique among retirement consultants and advisors. First, we are not brokers - we do not accept commissions, soft dollar payments, or any other form of...   more

Employment History


  • Bachelor of Arts degree , Economics
    University of California at Davis
36 Total References
Web References
About Us | MJM401k, 28 April 2014 [cached]
Bud Green, AIF, Chief Investment Officer and Principal Consultant
Bud Green, AIF, Chief Investment Officer and Principal Consultant
Mr. Green, MJM401k's Chief Investment Officer (CIO) and a principal consultant, is an Accredited Investment Fiduciary™ (AIF) with over twenty years of experience in financial analysis, portfolio management, and retirement plan consulting.
Prior to MJM401k, Mr. Green was the founder of Interactive Capital Management, a SEC Registered Investment Advisor. In the early 1990s, he merged Interactive Capital into TRI-AD Capital Management, a Registered Investment Advisor. At TRI-AD, he became one of the first consultants in the country to provide independent, flat-fee investment consulting services to 401(k) plans. He holds a degree in Economics from the University of California at Davis, and is a frequent lecturer whose insights into retirement plans have appeared in numerous national journals and publications. He also received the prestigious Eddy Award from Pension & Investments Magazine for his work on participant communications.
Profit Sharing/401(k) Council Preps Campaign To Address Needs Of Retirees - Institutional Investor Online, 20 Sept 2002 [cached]
Bud Green, a consultant at TRI-AD Actuaries, said that the industry is indeed in need of a wake up call especially in light of the down markets."Most people will spend more time watching Survivor than looking at their 401(k) account," he said.
© Copyright Institutional Investor, Inc.2002
Write a Letter to the editor of Fund Marketing Alert
GAO report: Disclose fees on 401(k)s : The Morning Call Online, 2 Dec 2006 [cached]
"It's not unusual to find an extra 1 percent in fees and commissions loaded into a 401(k) plan, and over time that can reduce a participant's retirement savings by 20 percent to 30 percent," said Bud Green, a principal at Fortress Wealth Management Inc., a 401(k) consulting firm in Santa Monica, Calif.
Institutional Investor, 17 Oct 2005 [cached]
"[Reserve Solutions] is well meaning but you can't treat 401(k) participants like adults," said Bud Green, a 401(k) consultant at Santa Monica, Calif.-based Fortress Wealth Management, a third-party administrator.
401(k) Fees, Revenue Sharing and Fiduciary Duty | MJM401k, 28 April 2014 [cached]
Written by Bud Green, AIF from MJM401k
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