Michael I. Gorelick, APR President – Senior Pension Consultant

President – Senior Pension Consultant

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Michael has been a part of the BEI team since 1995. He had spent the prior 8 years as a partner in a nationally known executive recruiting firm. As an executive recruiter his commitment to service earned him high esteem while working with human resource management of Fortune 500 companies.

He is a graduate of California State University at Fullerton holding a Bachelor of Arts Degree in Business and Advertising. He also holds The National Institute of Pension Administrators (NIPA) designation of Accredited Pension Representative (APR).

Michael develops and maintains strategic business partnerships with Investment Professionals, Insurance Agents, Certified Public Accountants, and nationally known 401(k) providers. His focus is in customized Plan Design of Defined Contribution and Defined Benefit Plans, point-of-sale presentations and group employee education. Michael continues to support the local financial community by frequently presenting at workshops and seminars the topics of custom retirement plan solutions.

 

Skills

Retirement Plan Expertise
Maximizing Tax Benefits
Building Relationships