Michael L. Rogers
Shareholder, Assurance
Office: San Jose
Email: mrogers@bpmcpa.com
Over 18 years working in a variety of capacities for a Registered Investment Advisory/TPA/Recordkeeping firm specializing in retirement plans. Focusing on plan design, vendor optimization and delivering solutions to address fiduciary liability concerns. Also has extensive experience in pension services, retirement plan/401k advisory work, ERISA audits and retirement plan consulting.
Professional Affiliations
Member: Western Pension Benefit Conference (WPBC) - the Silicon Valley Committee, American Society of Pension Professionals & Actuaries (ASPPA); Approved course instructor for SJSU and UC Extension Benefit Classes; Past President: TrustMark/SRT Users Group; Past Member: Schwab SRT Technologies Advisory Board, Schwab TPA Advisory Board, Fidelity/IBG Advisory Board and Authorized instructor of ASPPA semester-long courses.
Education
B.S. in Agricultural Economics with concentration in Managerial Economics - University of California at Davis
Interesting Tidbit
May be the only person in Silicon Valley that worked for their first employer out of college for 18 years.
