Mike Webb has been a member of our firm since 1991. For over 25 years, he has provided retirement plan operational compliance consulting services for tax-exempt industries, including healthcare, colleges and universities, cultural institutions, and social service entities.
Mike is a nationally recognized subject matter expert on non-profit retirement plan fiduciary issues with a passion for best-in-class practices. A frequent contributor to the firm's thought leadership, Mike also serves as the co-author of PLANSPONSOR's "Ask the Experts" column for 403(b) plans. Mike received a Bachelor of Science from Northwestern University, and a Master of Professional Studies degree from Syracuse University.
- Registered Representative with the Financial Industry Regulatory Authority (FINRA)
- Securities and investment licenses: Series 6, 63, and 65
- Certified Employee Benefits Specialist (CEBS)
Presentations and Publications
- Co-moderator of PLANSPONSOR's "Ask the Expert" column for 403(b) plans
- Author of Cammack Retirement's Top of Mind blog
- Featured columnist in PLANSPONSOR Magazine
- Author of articles in Higher Education Consortia magazine, The Profit Sharing/401(k) Council of America's Defined Contribution Insights
- Frequent contributor to publications such as Employee Benefit News, Planadviser, Benefits and Compensation Digest, Defined Contribution Insights, 403(b) Advisor, Higher Education Consortia and The Society for Human Resources management (SHRM)
- Featured speaker at national and regional conferences and webinars, including the PLANSPONSOR and PLANADVISER National Conferences
- The Beginning of the End for Mutual Fund Windows/Platforms
- Forfeiting Missing Participant Balances
- An IRS Audit Roadmap: Report of the College and University Compliance Project
- IRS Probing Non-Qualified 457(b) Plans
- Loans, Loans, Everwhere! Addressing the Loan Utilization Issue
- As Clear as Mud? The 403(b) Plan Termination Rules
- Key Findings from the 4th Edition of the Higher Ed Retirement Plan Survey
- Are States Migrating from Traditional Pensions? A State-by-State Review
- Personal Bankruptcy and Retirement Plans Revisited
- The Top 5 Things You Need to Know About ERISA 404(c)
- Are You Ready for Retirement Readiness?
- The Top Ten Fiduciary Errors
- The Rules Are: There Are Some Rules - The IRS Code Requirements for Governmental Defined Contribution Plans
- How the EPCRS Changes Might Impact 403(b)/457(b) Plans
- It's That Time of Year Again for ERISA Plan Sponsors
- Another EPCRS Update: Automatic Enrollment
- Employee vs. Independent Contractor: The Impact on Retirement Plans
- Five Retirement Trends to Watch for in 2016
- After-Tax Contributions: State-of-the-Art or Dinosaur?
- The Proposed 457(f) and 409(A) Regulations: A Closer Look
- Can Smaller Plan Sponsors Dream Big? Yes! A Case Study on the Anglican Church in North America
- A Closer Look: Why Most Participant Communication is Horribly Ineffective; and What You Can Do About It
- A Closer Look: What's Cooking in Congress for Retirement Plans?
- A Closer Look: Mutual Fund Trading Costs - The Most Important Fee You've Never Heard Of?
- Tax Reform and Retirement: What Plan Sponsors Need to Know
- Five Trends for Retirement Plan Sponsors in 2018
- Tax Reform, Pass-Throughs and Retirement: What Does It All Mean?
- 403(b)s Are Not 401(k)s: Higher Education Organizations Come to the Defense of 403(b) Plans
- Distribution Confusion: The Difference Between Plan Types
- Instructor for the CEBS program of the International Foundation of Employee Benefit Plans