MIKE DICENSO

Mike is a seasoned professional in the retirement industry, carrying over three decades of rich experience. His expertise spans a broad range of competencies:

• Crafting visionary strategies and direction, marked by critical thinking and market leadership 
• Proficient in practice management and mastering business metrics 
• Demonstrated organizational leadership, with a focus on revenue, asset, and profit growth 
• Proven track record in sales and marketing leadership, formulating effective models, and offering mentoring
• Remarkable team-building and recruitment capabilities 
• Strong expertise in managing mergers and acquisitions 
• Held prominent positions such as CEO, COO, and CMO 
• Well-versed in providing holistic solutions and leadership

Eric, a former US Navy nuclear-trained submarine officer, brings to the table over thirty years of comprehensive experience in ERISA-qualified plans. His specific highlights include: 

• Consultation services concerning fiduciary best practices for plan sponsors and ERISA advisors
• Experienced in conducting ERISA Plan Requests for Proposals (RFP) and conducting fee benchmarks
• Proficient in design and implementation of investment policy statements (IPS)
• Expertise in substantive and procedural prudence and ERISA fiduciary training
• Accomplished in conducting fiduciary best practices audit to help plan sponsors adhere to DOL guidance
• Possesses experience as an ERISA 3(21) and ERISA 3(38) investment fiduciary
• Noted keynote speaker, imparting actionable knowledge to advisors and plan sponsors from ERISA class action litigation