At MJM401k, our consultants, investment analysts, ERISA specialists, and technology professionals work together each day with just one purpose: to help our clients manage their 401(k) plans. Biographies of our firm’s directors are listed below.
Michael J. Malone, CPC, AIFA, Managing Director
Mr. Malone is 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.
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 employee benefits professional groups, including the Arizona Employee Benefits Forum, Profit Sharing Council of America (PSCA), and had previous memberships in World-at-Work and the New England Employee Benefits Committee. In addition, he is a past-member of ASPPA’s Government Affairs Committee and past-Chairman of its Committee on IRS Enforcement.
For over thirty 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 retirement plan arrangements, and has provided expert testimony to the ERISA Advisory Council at the Department of Labor. His plan consulting experience began with work on some of the first 401(k) plans in the country, and has continued since then covering hundreds of corporate clients and tens of thousands of plan participants.
A Connecticut native, Mr. Malone received his degree in business with honors from Providence College in Rhode Island.
Bud Green, AIF, CIMA, Chief Investment Officer and Principal Consultant
Bud Green, MJM401k’s Chief Investment Officer and a principal consultant, is a Certified Investment Management Analyst (CIMA®) and 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 created the nation’s first rating system for Real Estate Syndication Firms to bring full transparency to the investment world. 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. Bud holds memberships in several chapters of the Western Pension & Benefits Conference. He has been with MJM401k since February, 2008.
Irving Isaacson, JD, Senior Consultant and Plan Compliance Specialist
Irving Isaacson is a senior consultant and plan compliance specialist with MJM401k, focusing on matters of plan design, compliance, investments, and plan provider search & analysis. Prior to joining MJM401k, Mr. Isaacson served as a trust officer for two major banks, as an employee benefit consultant for a Big Four national accounting firm, and as a retirement plan specialist for a large bundled investment provider. Mr. Isaacson’s extensive knowledge of ERISA and the qualified plan marketplace has benefited his numerous consulting clients and their employees over his past 20 years in the industry.
With an undergraduate degree from Stanford University and a law degree from the University of Iowa, Mr. Isaacson is active in a variety of employee benefit organizations, including the Western Pension & Benefits Conference, where he previously served as president. He has been with MJM401k since May, 2007.
Mary Berk, CPC, QKA, QPA, ERPA, Senior Consultant and Plan Compliance Specialist
Mary Berk is a senior consultant and plan compliance specialist with MJM401k, focusing on matters of plan design, compliance, investments, and plan provider search & analysis. Prior to joining MJM401k, Ms. Berk fulfilled many roles across the retirement plan spectrum, including ERISA paralegal, technical and compliance manager for both national and local TPA’s, and as product representative with more than 30 years of industry experience. She has been with MJM401k since January, 2015.
Ms. Berk received a degree in business management with honors from Pepperdine University and a degree in information science with honors from DeVry Technical Institute.