Mike focuses on plan compliance for Boston Wealth Management. With the new protocols put in place by the Department of Labor, he plays an important role to ensure all our plans meet these regulations. Mike prepares discrimination testing, Form 5500 filings and profit-sharing calculations for retirement plan clients. As a plan consultant, he is an excellent resource for client inquiries and can provide thorough information to clients regarding the legal aspects of their plans. Mike is not affiliated with Royal Alliance Associates Inc. or registered as a broker dealer or investment advisor.