Michael M. Kane
CLU®, ChFC®, AIFA®, CBFA™
Plan Sponsor Consultants
For over three decades in both executive and senior planning positions, Mr. Kane has provided effective financial strategies for plan sponsors in qualified and nonqualified retirement and employee benefit programs. Today, Mr. Kane serves as the Managing Director of Plan Sponsor Consultants (PSC), an affiliate of the prestigious Retirement Partners Group (RPG). As an Accredited Investment Fiduciary Analyst (AIFA®), he is certified to conduct fiduciary assessments on retirement plans. Along with two other PSC team members, he represents three of the 53 consultants, worldwide, for The Centre for Fiduciary Excellence (CEFEX). As a Certified Behavioral Financial Analyst (CBFA™), he conducts behavioral audits with practical behavioral finance solutions for improving plan health.
Passionately committed to fiduciary education and financial wellness, Mr. Kane has spoken before many groups including the Society for Human Resources Management (SHRM), SE Benefits Conference (SEBC) and the National Retirement and Healthcare Conference. He periodically conducts CPE workshops on prudent standards of care that comprise a global standard of fiduciary excellence for investment stewards, and has conducted Breakfast With Benefits for plan sponsors. Mr. Kane has been published in The Journal of Pension Benefits, Society of Human Resource Management, Employee Benefit News and the Journal of Compensation and Benefits. He has been quoted in numerous financial publications including Forbes and Financial Times.
Mr. Kane was a 2013 finalist for the ASPPA/NAPA 401(k) Advisor Leadership Award and a 2010 finalist for PlanAdviser/PLANSPONSOR Magazine’s National Retirement Plan Advisor Team of the Year. He was recognized by 401(k) Wire as one of the 300 Most Influential Advisors in Defined Contribution in 2009, and by PlanAdviser Magazine as one of the Most Successful Retirement Plan Advisory Firms for 2008.
Client Plans: 125