Michael Miller - Retirement Plan Consulting - United Capital

Michael Miller, AIF®

VICE PRESIDENT

Michael Miller is a Managing Director in the Hunt Valley, MD office for PFE Advisors, Inc. d/b/a The PFE Group. For over 18 years, Michael has been working hard to help improve retirement outcomes for his clients and their employees. At the plan sponsor level, Michael assists in creating the appropriate process, documentation and fiduciary oversight for a retirement plan that allows for a healthy decision-making environment in the Qualified and Non-Qualified plan arena. Common non-qualified plan projects consist of appropriate funding mechanisms and cost analysis, while qualified plan projects range from simple plan design issues to complex fiduciary education seminars. At the participant level, Michael works with PFE’s communications team and with clients nationwide to assist in the development and delivery of sound education workshops that will foster retirement readiness.

Before joining PFE, Michael was the Executive Director - Investments of the San Francisco Corporate Services Group at Oppenheimer & Co. Prior to that, he was Vice President - Investments at UBS PaineWebber. Michael holds a B.A. from the University of California at Berkeley, and is an Accredited Investment Fiduciary (AIF®).