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This profile was last updated on 2/4/15  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
About Us | MJM401k
www.mjm401k.com, 4 Feb 2015 [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.
Key People | NS Capital
nscapllc.com, 26 Jan 2011 [cached]
Michael J. Malone, CPC, AIFA
Mr. Malone is the founder and managing director of MJM401k. Prior to MJM401k, Mr. Malone served as a director and retirement plan consultant with both a regional and a national consulting and advisory firm. Mr. Malone was a founder and the managing principal of Matthews, Malone & Associates, a leading pension and 401(k) consulting, actuarial and administrative firm, which was subsequently acquired in the late 1990's. Mr. Malone is a Certified Pension Consultant (CPC) with the American Society of Pension Professionals & Actuaries, and is an Accredited Investment Fiduciary Analyst® (AIFA). He is a Past-President and an immediate-past board member of the Western Pension & Benefits Conference.
He has also held past memberships in various other employee benefits professional groups, including the Arizona Employee Benefits Forum, and previous memberships in World-at-Work and the New England Employee Benefits Committee. In addition, he is a past-member of the Board of Directors for the New England chapter of the International Association for Human Resources Information Management (IHRIM) and the ASPA's Government Affairs Committee, also having acted as past-Chairman of its Committee on IRS Enforcement.
Mr. Malone received his degree in business and finance with honors from Providence College in Rhode Island.
Mr. Malone is the founder and managing director of MJM401k. Prior to MJM401k, Mr. Malone served as a director and retirement plan consultant with both a regional and a national consulting and advisory firm. Mr. Malone was a founder and the managing principal of Matthews, Malone & Associates, a leading pension and 401(k) consulting, actuarial and administrative firm, which was subsequently acquired in the late 1990's. Mr. Malone is a Certified Pension Consultant (CPC) with the American Society of Pension Professionals & Actuaries, and is an Accredited Investment Fiduciary Analyst® (AIFA). He is a Past-President and an immediate-past board member of the Western Pension & Benefits Conference.
The Language of Employees Savings: Encouraging Employees to Capture the 402(g) Limit | MJM401k
www.mjm401k.com, 4 Feb 2015 [cached]
Written by Michael J. Malone, CPC, AIFA from MJM401k
Download This Article
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
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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