Michael J. Malone in

Michael J. Malone

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Consultant and Managing Director at SageView Advisory Group at SageView Advisory Group
📍 Beverly Hills, California, United States

Michael J. Malone is a Managing Director at SageView Advisory Group, specializing in 401k plan consulting. He founded the firm MJM401k, which SageView later acquired. A graduate of Providence College, he holds Certified Pension Consultant (CPC) and Accredited Investment Fiduciary Analyst™ (AIFA) designations, underscoring his deep expertise in retirement plans.

He is a past President and board member of the Western Pension & Benefits Council, indicating a strong commitment to his professional community. His work is centered around providing independent, non-conflicted consulting advice for employers regarding their 401k plans, with offices in Phoenix and Los Angeles.

He was the recipient of the national 2011 401(k) Advisor Leadership Award, sponsored by Morningstar and ASPPA.

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Experience
20 Years
Current Role
Consultant and Managing Director at SageView Advisory Group
Job Level
Mid-senior
Location
Beverly Hills, California, United States
Personality Overview

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Priorities

Topics Michael cares about

401k Plan Consulting
He founded MJM401k specifically to offer independent consulting for employer 401k plans, a focus he continues at SageView.
Fiduciary Responsibility
As an Accredited Investment Fiduciary Analyst™ (AIFA), he possesses specialized knowledge in fiduciary standards of care for investment plans.
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Career

Work history

7-2021
Consultant and Managing Director at SageView Advisory Group
SageView Advisory Group
1-2005 - 7-2021
Consultant and Managing Director
MJM401k
In the press

Media appearances

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Education
1974 - 1977
BS
Providence College
Social presence
in
Behavioral profile

DISC profile (public)

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