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This profile was last updated on 8/1/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Michael J. Malone

Wrong Michael J. Malone?

Founder and Managing Director

Local Address: Phoenix, Arizona, United States
MJM401k
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
Background

Employment History

Board Memberships and Affiliations

  • Board Member
    Western Pension

Education

  • degree , business and finance
    Providence College
  • bachelor's degree , business and finance
    Providence College
  • degree , business and finance with honors
    Providence College
105 Total References
Web References
Monthly Luncheon: Improving Participant ...
www.wpbcphoenix.org, 1 Aug 2014 [cached]
Monthly Luncheon: Improving Participant Outcomes in 401(k) Plans presented by Mike Malone of MJM401k
...
Tucson Virtual Luncheon: Improving Participant Outcomes in 401(k) Plans presented by Mike Malone of MJM401k
Western Pension & Benefits Conference Phoenix Chapter
About Us | MJM401k
www.mjm401k.com, 28 April 2014 [cached]
Michael J. Malone, CPC, AIFA, Managing Director
...
Michael J. Malone, CPC, AIFA, Managing Director Mr. Malone is the founder and managing director of MJM401k. Prior to forming MJM401k, Mr. Malone served as a director and retirement plan consultant with both a regional and a national consulting firm.
Mr. Malone is a Certified Pension Consultant (CPC) with the American Society of Pension Professionals & Actuaries and an Accredited Investment Fiduciary Analyst™ (AIFA). Mr. Malone was the 2011 recipient of the 401(k) Advisor Leadership Award, a national award sponsored by Morningstar, Inc. and the American Society of Pension Professionals & Actuaries (ASPPA). He is a Past-President and a past board member of the Western Pension & Benefits Conference, and was honored with a Lifetime Achievement Award by that organization in 2008. He is also a member of various other local and national employee benefits professional groups. In addition, he is a past-member of ASPPA's Government Affairs Committee and past-Chairman of its Committee on IRS Enforcement. For over twenty-five years, Mr. Malone 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 401(k) plans. He has provided expert testimony to the ERISA Advisory Council at the Department of Labor, as well to other government entities. His plan consulting experience began in the years just following ERISA and has continued ever since, covering hundreds of corporate clients and tens of thousands of plan participants.
Mr. Malone, a native of Connecticut, received his degree in business and finance with honors from Providence College in Rhode Island. He and his wife Ann and their seven children reside in Phoenix, Arizona.
Michael J. Malone, CPC, AIFA | MJM401k
www.mjm401k.com, 16 Aug 2012 [cached]
Michael J. Malone, CPC, AIFA
...
Michael J. Malone, CPC, AIFA Mr. Malone began his 401(k) Plan consulting careerby working on some of the first 401(k) plans in the country. He was recently honored with a national award, the 2011 401(k) Advisor Leadership Awardsponsored by Morningstar, Inc. and the American Society of Pension Professionals & Actuaries (ASPPA). He is a Past-President and former board member of the Western Pension & Benefits Conference, and was awarded a Lifetime Achievement Award by that organization in 2008.
...
Prior to MJM401k, Mr. Malone served as a director and retirement plan consultant with both regional and national consulting firms. He is a Certified Pension Consultant (CPC) with the American Society of Pension Professionals & Actuaries, and is an Accredited Investment Fiduciary Analyst™ (AIFA).
In addition, he is a past-member of ASPPA's Government Affairs Committee and past-Chairman of its Committee on IRS Enforcement. For over twenty-five years, Mr. Malone has been a frequent author and lecturer throughout the US at industry conferences on the various plan design and plan investment aspects of pension and 401k arrangements, and has provided expert testimony tothe ERISA Advisory Council at the Department of Labor.
Managing Principals Michael J. Malone, CPC, AIFA Managing Director
The Language of Employees Savings: Encouraging Employees to Capture the 402(g) Limit | MJM401k
www.mjm401k.com, 28 April 2014 [cached]
Written by Michael J. Malone, CPC, AIFA from MJM401k
Download This Article
Michael J. Malone, CPC, ...
www.wpbcorangecounty.org, 14 Mar 2014 [cached]
Michael J. Malone, CPC, AIFAis the founder and managing director of MJM401k, an independent consultancy serving retirement plan sponsors and committees. Prior to forming MJM401k, Mr. Malone served as a director and retirement plan consultant with both a regional and a national consulting and advisory firm. He is a Certified Pension Consultant (CPC) with ASPPA and an Accredited Investment Fiduciary AnalystTM (AIFA). Mr. Malone 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 Conference, 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. In addition, he is a past member of ASPPA’s Government Affairs Committee and past-Chairman of its Committee on IRS Enforcement. For over 25 years, Mr. Malone has been a frequent author and lecturer throughout the
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