MJM401k Adds Senior Consultant

Mary A. Berk joins MJM401k’s leadership team.

MJM401k, LLC, an independent, national 401(k) plan consulting firm, appointed Mary A. Berk to the leadership team as a senior consultant and plan analyst. 

Berk will join MJM’s staff as an additional resource focused on the efficient oversight of 401(k) plans. Her primary focus is on the client relationship, total plan management, and driving efficiency for both employers and participants in four key areas. These include best practices in plan design; fee transparency and cost controls; clarity and coherence in plan communication; and application of technology to improve plan performance.

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Berk is a certified pension consultant (CPC); a qualified 401(k) plan administrator (QKA); and a qualified pension administrator (QPA) with the American Society of Pension Professionals & Actuaries. According to MJM401k, she was one of the first in the country to earn the designation of enrolled retirement plan agent (ERPA). Among Berk’s senior-level positions, she worked for United Retirement Plan Consultants and a number of regional TPA firms.

A graduate of Pepperdine University and the DeVry Institute of Technology, Berk holds two B.A. degrees, one in business management and one in computer information science, respectively.

MJM401k is a full Employee Retirement Income Security Act (ERISA) fiduciary and has experience managing all aspects of 401(k) plans including design, implementation, investments, compliance, employee communications, provider selection and fee benchmarking. The firm works with employers to manage plan risk by structuring and maintaining a sound system of plan fiduciary governance. More about the firm is at www.mjm401k.com.

(b)lines Ask the Experts – Prior (b)lines Ask the Experts Articles

“I very much enjoy Ask the Experts, but am sometimes unable to keep up-to-date on the column, and wonder if prior columns have already answered questions I have.

“Is there any way I can catch up on old Q&As?” 

Michael A. Webb, vice president, Cammack Retirement Group, answers:

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Excellent question! Fortunately, the new PLANSPONSOR website is set up precisely for tasks such as this! On the top right black banner, you can click on the News & Columns link, and you will see an “Ask the Experts: (b) Lines” link under Columns, on the right. Simply click on that link and you’re in business! Columns are listed in date order, starting with the most recent.

If you wish to search for a specific subject matter, click on the magnifying glass in the upper right-hand corner of any page on the website, and type in your search term following the phrase “ask the experts” (for example, “ask the experts fiduciary”). You will then receive a listing of all Ask the Experts articles addressing that issue, along with related website content. Note that there is no need to include quotes (“”) in your search term; merely type in the search term and you will obtain the proper results. The results will appear in date order, but if you click on the “sort by relevance” just to the right of where the number of search results is displayed, the Ask the Experts columns will generally be listed first.

As an aside, the website is truly a treasure trove of information—from articles, to survey research, to the latest information on upcoming events such as the PLANSPONSOR National Conference. The Experts highly recommend bookmarking and exploring whenever you have the opportunity!

 

NOTE: This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.
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