Michael Callahan

Mr. Callahan serves as president of Edu4Retirement, Inc., a financial servicing firm specializing in planning and investing for retirement. He is also a principal with Retirement Plan Advisory Services, LLC, which provides qualified retirement plan compliance-related services to broker-dealers and financial institutions. Mr. Callahan was senior vice president of sales and marketing for United Retirement Plan Consultants, Inc., and vice president and operating manager of Pentec, Inc.—a wholly owned subsidiary of United Retirement Plan Consultants, Inc. He was owner of Pentec, Inc., until the sale of the company. Mr. Callahan has over 40 years of experience in the pension field. He serves on the board of directors for PenChecks, Inc. Mr. Callahan has been a frequent speaker in regard to pension issues, has made presentations to the annual conference of the American Society of Pension Professionals & Actuaries (ASPPA) and to the annual conference of Enrolled Actuaries, and has provided expert witness testimony to the pension advisory councils of the Department of Labor, the House Ways and Means Committee, the Senate Finance Committee and the Internal Revenue Service. He served on the boards of directors for the American Academy of Actuaries and ASPPA and is a past president of the ASPPA. Mr. Callahan co-chaired the Internal Revenue Service Northeast Employee Benefits Conference for nine years and was a frequent speaker at the conference. He also served on the actuaries/consultants board of directors for the U.S. Chamber of Commerce. Mr. Callahan was the first chair of the ASPPA Political Action Committee. He was a co-founder of National Pension Alliance, LLC, an innovative concept in defined contribution plan recordkeeping. Mr. Callahan served on the Connecticut Retirement Securities Board to assist the Connecticut legislature in developing a comprehensive retirement system based on individual retirement accounts for Connecticut-based companies. He co-authored the Defined Benefit Answer Book published by Panel Publishers, Inc., along with Paul W. Denu, MSPA, and Kathryn Smith, Esq. Mr. Callahan is a contributing author to the American Institute of Certified Public Accountants CPA’s Guide to Retirement Plans for Small Businesses. He was the 2007 recipient of the Harry T. Eidson Founders Award, a lifetime achievement award given by the ASPPA to individuals whose contributions make a lasting, positive influence on the private pension system. Mr. Callahan was selected as a Top 401 Retirement Advisor in the U.S. by Financial Times for 2015, 2016 and 2017. He has been selected as a Connecticut Five Star Wealth Manager for 2016 and 2017. Mr. Callahan is a fellow in the ASPPA and an Enrolled Actuary licensed by the Joint Board for the Enrollment of Actuaries. He is also a Certified Pension Consultant and a former member of the American Academy of Actuaries. Mr. Callahan is a Retirement Management AdvisorSM with the Investments and Wealth Institute®. He is a Certified Wealth Strategist® with the Cannon Financial Institute.