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Mike Rogers

Mike is an industry veteran with 30 years of experience in every aspect of retirement planning, including registered investment advisory, third party administration, and record keeping. His list of credentials is as extensive as it is impressive: Qualified Pension Administrator (QPA), Qualified 401K Administrator (QKA), Certified Pension Consultant (CPC), Qualified Pension Financial Consultant (QPFC), Accredited Investment Fiduciary (AIF®), Tax Exempt and Governmental Plan Consultant (TGPC), Certified Behavioral Finance Analyst (CBFA), Professional Plan Consultant (PPC), Global Fiduciary Strategist (GFS). Mike is also a former member of the Schwab SRT Technologies Advisory Board, Schwab TPA Advisory Board, and Fidelity/IBG Advisory Board.

Recent Posts

Retirement Doctor: New Mandatory Employee Retirement Savings Program "CalSavers"

Feb 22, 2019 1:48:37 PM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, 401(k), best practices, ERISA, Audit, Retirement Doctor

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Retirement Doctor: Got HSA?

Feb 11, 2019 12:08:45 PM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, 401(k), best practices, ERISA, Audit, Retirement Doctor

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Retirement Doctor: Inside the Mind of Plan Sponsors

Jan 11, 2019 1:14:54 PM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, 401(k), best practices, ERISA, Audit, Retirement Doctor

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According to the Fidelity Plan Sponsor Attitude Survey, employers are most concerned with ensuring their retirement plan is effectively preparing employees for retirement.

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Retirement Doctor: IRS Contribution and Benefit Limits for 2019

Dec 6, 2018 12:07:00 PM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, IRS, Front Page Post, 401(k), best practices, ERISA, Retirement Doctor

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Retirement Doctor: DOL Guidance for Paying   401(k) Fees from Plan Assets

Nov 2, 2018 10:05:59 AM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, 401(k), best practices, ERISA, Audit, Retirement Doctor

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Retirement Doctor: How America Saves 2018

Oct 4, 2018 10:58:54 AM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, Fees, 401(k), best practices, ERISA, Audit

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Retirement Doctor: Audit Red Flags

Sep 6, 2018 10:10:26 AM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, Fees, 401(k), best practices, ERISA, Audit, Retirement Doctor

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Avoiding Audit Flags – How to reduce the chance of an audit.

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Retirement Doctor: Fiduciary and Compliance Mistakes

Jul 24, 2018 2:43:43 PM / by Mike Rogers posted in 401(k) plan, 401(k) plan sponsor, Fees, 401(k), best practices, ERISA, Audit

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Fiduciary and Compliance Mistakes in 403(b) Plans

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Mixed Messages: Reports of the Fiduciary Rule’s Death may be Greatly Exaggerated

Mar 27, 2018 9:35:00 AM / by Mike Rogers posted in DOL fiduciary rule, Supreme Court, appeals court

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When Mark Twain learned that a newspaper had mistakenly printed his obituary, he reportedly responded by saying “Reports of my death are greatly exaggerated.” We could say the same about the Department of Labor’s Fiduciary Rule (the Rule), although it may be on life support.

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