Berk will join MJM’s staff as an additional resource focused on the efficient oversight of 401(k) plans. Her primary focus is on the client relationship, total plan management, and driving efficiency for both employers and participants in four key areas. These include best practices in plan design; fee transparency and cost controls; clarity and coherence in plan communication; and application of technology to improve plan performance.
Berk is a certified pension consultant (CPC); a qualified 401(k) plan administrator (QKA); and a qualified pension administrator (QPA) with the American Society of Pension Professionals & Actuaries. According to MJM401k, she was one of the first in the country to earn the designation of enrolled retirement plan agent (ERPA). Among Berk’s senior-level positions, she worked for United Retirement Plan Consultants and a number of regional TPA firms.
A graduate of Pepperdine University and the DeVry Institute of Technology, Berk holds two B.A. degrees, one in business management and one in computer information science, respectively.
MJM401k is a full Employee Retirement Income Security Act (ERISA) fiduciary and has experience managing all aspects of 401(k) plans including design, implementation, investments, compliance, employee communications, provider selection and fee benchmarking. The firm works with employers to manage plan risk by structuring and maintaining a sound system of plan fiduciary governance. More about the firm is at www.mjm401k.com.