Michael Di Rocco
Investment Consultant, Retirement Plan Services
Michael is responsible for the Retirement Plan Services Group business development and servicing to 401(k) and 403(b) plans in conjunction with fiduciary oversight, plan consulting, fee benchmarking and vendor reviews, participant financial wellness, and ERISA plan consulting, among other services. Prior to his role as a consultant, Michael served as an analyst overseeing reporting, as well as asset allocation implementation, investment manager due diligence and evaluation, and client service. Michael graduated from San Jose State University, with a BA in Economics. While at San Jose State University, he played Division 1 baseball. Michael is currently a Level II CFA candidate. Michael lives in Newport Beach, California and enjoys traveling and coaching baseball.