Mr. Canipe previously administered large plans such as Papa Johns, Wendy's International and Krispy Kreme.
He worked with Congressman Rob Andrews (D-NJ) on one of the original fee disclosure bills (HR 2869) – much of which was incorporated into the ERISA 408(b)(2) regulation.
Rick has spoken to numerous sponsors and professional organizations (www.PlanSponsor.com; Society of Human Resource Management) on managing fiduciary risk.
Mr. Carmody is a principal at MilleniuM Investment and Retirement Advisors, LL. Mr. Carmody brings over 30 years of trust operations, investment consulting, education delivery, workflow processes and retirement plan administration to his clients. He deals with: 401(k), profit sharing, money purchase pension, ESOP, company stock/KSOP, target benefit, defined benefit pension and governmental plans.
He has extensive experience with plan company stock and serves as company stock fiduciary/trustee. He has held leadership and management positions in a large national retirement plan service provider, an independent trust company and a major national bank. He has worked with plan sponsors ranging from small and mid-sized companies to Fortune 50 sized corporations. He also serves as an expert witness in a consulting capacity as well as deposition/trial testimony.
He serves as Secretary for the Southern Employee Benefits Conference and is active in the Investment Management Consultants Association (IMCA). He is active in the American Bar Association’s Employee Benefit Committee. He’s testified to the U.S. Department of Labor over fee disclosure and advisor disclosure and advice regulations. He has presented to national meetings of the AICPA, IMCA, the National Employee Ownership Organization (NCEO) and Fi360 as well as to regional and local professional groups. He has published articles and presented on plan sponsor and advisor fiduciary risk as seen in recent litigation and court rulings.
Will began his 19 years in the financial industry servicing Defined Benefit Plans in Mellon Bank’s Trust & Investment Division. From there he relocated to Colorado to join Lipper, Inc where, as a Senior Fiduciary Analyst, he provided competitive expense and performance analysis for mutual fund trustees and boards of directors. With a desire to serve individuals, he subsequently became a Financial Representative with Thrivent Financial for Lutherans in Virginia. Lastly, he was able to combine his retirement plan background, his research and analysis experience and his desire to serve individuals into one by becoming a member of Rick’s team at MillenniuM Investment & Retirement Advisors, LLC.
Will has earned the Accredited Investment Fiduciary Analyst (AIFA®) professional designation awarded by the Center for Fiduciary Studies and currently holds his Series 65 license.
James Holland is the Director of Business Development & Assistant Compliance officer for Millennium Investment & Retirement Advisors LLC, a Pension & Fiduciary Consulting firm based in Charlotte NC. He also oversees the joint work programs MIRA runs with ERISA Audit firms, Investment Advisors and Employee Benefit Brokers & Consultants. James brings with him over 20 years of experience in the Employee Benefits arena.
He graduated from Ohio Wesleyan University in 1990 with a BS in Economics Management.
James has spoken to SHRM Chapters in NY & NC, the American Society of Pension Professionals & Actuaries, the South Eastern Benefits Conference, CFDD & Vistage.
Rocky D’Alessandro has over 13 years in the retirement plan industry. Having worked with fund companies and Third Party Administrators, he is knowledgeable in retirement plan design, deferred compensation plans, annuities and mutual funds assisting both current clients from a relationship management perspective and new clients from a new sale perspective.
Jill Zeleznik is the Client Relationship Manager for Millennium Investment & Retirement Advisors LLC, a Pension & Fiduciary Consulting firm based in Charlotte NC. She graduated from The University of North Carolina at Wilmington with a BS in Business Administration, Concentration in Marketing.
Jill joined the team in 2014. Having worked for a Third Party Administrator, Jill has experience in client relationship management in the retirement plan industry.
Michael P. Ziccardi is originally from Canton, Ohio and graduated from John Carroll University in 1998 with a degree in Finance. After graduation, Mike joined Gallery Asset Management as an investment analysis analyst and became a Principal in the firm after only 2 years. While with Gallery, Mike provided retirement plan consulting services to over 100 corporate clients with just over $1.5 billion of corporate retirement plan assets.
In 2005, Mike and his two partners sold Gallery Asset Management to CBIZ Financial Solutions, where he became a Vice President in the Retirement Plan Services Division, serving on the National Steering Committee that developed CBIZ’s national standards and fiduciary best practices.
Mike joined Mutual of Omaha in 2009 as the National Sales Director of the Retirement Services Division. While at Omaha, he managed a team 30 external wholesaling reports, developed and grew the number of third party administrator relationships nationally from less than 20 to almost 200 and expanded the number of broker dealer relationships nationally from less than 30 to over 250.
In 2012, Mike founded The Advisor Resource Center (The ARC). The ARC assists advisors in Northeast Ohio differentiate from the competition while continuously adding value to their existing corporate retirement plan clients. Mike is an Investment Advisor Representative (IAR) with Millennium Investment & Retirement Advisors and personally invests in an advisor’s practice by offering a customized suite of services that will enhances an advisor’s corporate retirement plan capabilities.
Mike is a founding board member of The Northeast Ohio Foundation for Patriotism (NEOPAT). NEOPAT is a non-profit, 501(c)(3) organization and was started in 2009. NEOPAT’s mission is to promote patriotism and supporting the basic, emergency and morale needs of military families in Northeast Ohio.
Mike and his wife Elissa reside in Brecksville with their three children, Olivia, Michael and Gabriella.
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