2023 PLANADVISER Top Retirement Plan Adviser
2017-2020 PLANADVISER Top 100 Retirement Plan Advisers
2017-2022 National Association of Plan Advisors Defined Contribution Top Team
2015-2020 Financial Times Top 401 Retirement Plan Advisors
2010, 2017 & 2018 PLANSPONSOR Retirement Plan Adviser Team of the Year
2017 Top Advisor By Participant Outcomes (August 401K Specialist)
Centre for Fiduciary Excellence Analyst (1 of 42 Worldwide)
Michael M. Kane, CLU®, ChFC®, AIFA®, CPFA™
For more than 30 years, in both executive and senior planning positions, Mike has provided effective financial strategies for plan sponsors in qualified, non-qualified retirement and employee benefit programs. As an Accredited Investment Fiduciary Analyst (AIFA) he is certified to conduct Fiduciary Assessments on Investment Stewards, Managers and Advisors and serves as an Analyst, for CEFEX, The Centre for Fiduciary Excellence. In 2008, he founded Plan Sponsor Consultants, a nationally recognized award-winning retirement plan consulting firm, which is now a Division of Hub International.
Passionately committed to fiduciary education and financial wellness, Mike has spoken before many national and regional forums. Mike has frequently spoken on, or has served as a Panelist on fiduciary and financial wellness topics including:
• Future of Asset Allocation Funds
• The Next Generation of Target Date Funds
• Financial Wellness and Retirement Readiness
• Benchmarking Retirement Plans and RFPs
• Fiduciary Prudent Standards of Care
• ERISA Fiduciary Playbook-the Best Defense is a Good Offense
Mike has been quoted in several articles, which can be found on the website. In addition, he has been published in a number of academic articles which have appeared in professional journals including:
• Financial Wellness: Impact on Individuals, Employees, and Employers. Journal of Pension Benefits (JPB) Autumn 2016.
• Overcoming Obstacles to Retirement Plan Success: Inertia, Myopia and Loss Aversion Journal of Pension Benefits (JPB) Winter 2014
• Most Common Non-Conformities and Opportunities for Improvement in 401(k) Plans Found in Fiduciary Assessments Journal of Pension Benefits (JPB) Spring 2011.
Mike serves as Managing Director of Plan Sponsor Consultants, a Division of Hub International. Mike was elected the first President of the national Retirement Advisor Council (RAC), and continues to serve as the President Emeritus. Mike has served on various committees of the National Association of Plan Advisors (NAPA), a division of the American Retirement Association. He advocates on behalf of retirement plan participants, annually, on Capitol Hill. He is a member of the Centre For Fiduciary Excellence (CEFEX) and the Center for Fiduciary Studies.
Before entering the profession, Mike served as a Naval Officer. Mike holds a bachelor’s degree in business administration from Mount Saint Mary’s University. He performed his graduate work at George Washington University School of Business.
Mike has been active in many charitable organizations and is the President Emeritus of the Atlanta Community Food Bank.
Mike resides in Roswell, Georgia. His daughter, Addie, is Vice President of Administration and Technology for Plan Sponsor Consultants. He enjoys playing ALTA and USTA tennis.
