Our Team of Consultants


Michael A. Webb, CEBS

Vice President

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.

Professional Designations

  • 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

Affiliations

  • Instructor for the CEBS program of the International Foundation of Employee Benefit Plans




Check the background of this investment professional on FINRA's BrokerCheck.