For the past 20 years, Mike has helped many public schools in providing his expertise in designing their 403(b) and 457(b) voluntary plans to be in compliance and to maximize their benefits. Through his collaboration, you will benefit from his dedicated comprehensive approach in providing your employees with a retirement benefit that meets your needs with a personal touch. Lastly, the Equitable solution offers personalized guidance around enrollment, education and investing to build a program that works for your employees. Mike is FINRA licensed and holds a Certified Retirement Education Specialist (CRES) certification through NTSA.