Bio

Mike Beczkowski - Defined Contribution Policy Leader

If you were to ask any of Mike Beczkowski’s most satisfied clients, “Why did you hire Bolton Investment for your Retirement Plan oversight?” they’d tell you this:

• Mike is an expert at finding the hidden fees and reducing them, so that our employees have more money for their retirement nest eggs.
• Mike makes complicated Wall Street lingo understandable to clients with a non-financial background. This approach helps our committee members make the best fiduciary decisions for our group.
• Mike is proactive in bringing new ideas to the table. His modern process helps us understand the latest trends in retirement plan litigation, so we stay compliant with all fiduciary laws.
• Mike is accessible. He responds to us quickly, answers questions, and fixes problems that we may have with our retirement plan service.

Expertise

• 25+ years specializing in Defined Contribution plans, including 401(k), 403(b), and 457 programs
• Unparalleled expertise and guidance in:
  • Plan design consulting
  • Fiduciary best practices & training
  • Fee benchmarking
  • TPA searches
  • Employee education
  • CEFEX certifications

Our clients include: Corporations in a variety of industries, non-profits including hospitals and health care systems, trade associations, religious institutions, housing commissions, city & county governments and public school systems in Maryland, Delaware, Virginia, Pennsylvania and Florida

Professional designations: Accredited Investment Fiduciary (AIF), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plan Specialist (CRPS), Accredited Behavioral Financial Professional (ABFP), Certified Health Savings Advisor (CHSA), and Accredited Investment Fiduciary Analyst (AIFA). He is also a CEFEX (Center for Fiduciary Excellence) Analyst. Mike also holds other industry designations further solidifying his expertise in the field.

Mike is a graduate of Loyola University (Maryland) with a Master of Science in Finance and a Bachelor of Science in Economics. He is also a proud member of Beta Gamma Sigma, the international business honor society,