Michael J. Olah & Associates, LLC. is a virtual network of retirement plan professionals who can provide diagnostic, design, operational, and fiduciary consulting services to plan sponsors, their advisers, plan service providers, and other professionals. We utilize the talents of some of the industries most experienced players when needed, maintaining an ultra-low cost structure to efficiently address the most complex issues facing our clients. We focus on providing "holistic" solutions that address root causes, rather than treating symptoms. We start with a top-down analysis, helping clients identify global objectives for maintaining a retirement plan, and then build bottom-up solutions designed to accomplish those goals. Our approach includes providing plan sponsors with a decision making paradigm that makes future decisions simpler to make, and in many cases, self-evident. This best practices approach reduces the need for on-going corrective actions, eliminates inconsistencies, and best protects plan fiduciaries from liability.
Our Managing Principal, Michael J. Olah, is a 30+ year industry veteran, having experience as a practicing lawyer, in-house counsel, and member of the senior management at several bundled and un-bundled retirement plan service providers. His "inside insight" makes him uniquely qualified to not only discuss the highly technical legal requirements of ERISA and the Internal Revenue Code, but to also discuss what actually works in the real world. His consultative approach relies on his diverse background and varied experience to first explore the significant issues and client motivations in-depth, and then to proffer appropriate alternatives for consideration. His philosophy is the every client deserves solutions that uniquely addresses their specific situation, and strives to identify a practical approach that resolves the issue with the minimal amount of distraction from the client's primary role - that of managing their business. He has successfully taught his in-depth approach to numerous client-facing professionals, is a frequent conference speaker on fiduciary process and decision making, and is a subject matter resource to many in the industry.
Our network includes plan consultants, investment professionals, participant level marketing experts, operational experts, attorneys and other compliance specialists. By using only the right resource at the right time, we maintain an efficiency that maximizes clients' benefits dollars while still providing a broad range of necessary services.