OUR TEAM

CINCINNATI, OH

Michael Morris

Managing Director, Mid-Central

Designations: CRPS, C(k)P

Michael E. Morris, NQPA, CRPS®, C(k)P, is a Managing Director for Pensionmark in the Mid Central regional office. He is responsible for the development and oversight of the institutional consulting business in the retirement plans marketplace for corporate, nonprofit and government plans in the Mid-Central region. Mr. Morris has more than two decades of experience in the retirement plans and institutional investment consulting marketplace. Michael was most recently named to the 2017-2019 editions of the Financial Times 401 Top Retirement Plan Advisers. This list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans. Mr. Morris was also recognized in PLANSPONSOR Magazine’s article “Who The Best Advisors Are.” He also received recognition by the Defined Contribution Plan Institute (DCPI) in 2009-2012 as a “Top 300 Influencer” within the retirement plans marketplace.

Michael is a founding lecturer of The Retirement Advisor University (TRAU) a collaboration with UCLA Anderson School of Management Executive Education and is also a founding lecturer of The Plan Sponsor University (TPSU). He is quoted frequently and is also a contributor and expert panelist to many industry conferences, including ASPPA, CFDD, NAPA, RPAG, PLANSPONSOR, NAPA and PLANADVISER. Michael currently holds the Non-Qualified Plan Advisor (NQPA), Chartered Retirement Plan Specialist (CRPS®), and the Certified 401(k) Professional (C(k)P) designations. He earned a B.A from Xavier University.

Over the past 5 years Michael has been selected as a delegate by the National Association of Plan Advisors' (NAPA) DC Fly-In Forum, an exclusive gathering of the nation's top retirement plan advisors. As a NAPA DC Fly-In Forum delegate he meets annually in Washington, D.C. to listen to and brief top congressional leaders about the importance and future of the nation's workplace retirement plans, and, as an advocate for the employers and participants he works with and share how proposed laws and regulations might impact American workers' retirement security.