Michael Filbin
Vice President, Retirement Plan Sales at Schwab Retirement Plan Services | Greater Phoenix Area
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As Vice President of Retirement Plan Sales at Schwab Retirement Plan Services, Michael Filbin plays a pivotal role in guiding plan sponsors and consultants through the complexities of retirement planning. With a robust background in retirement plan design and administration, Michael leverages his expertise to help organizations create customized 401(k) solutions that align with their strategic objectives and meet the diverse needs of their employees. His role encompasses a broad spectrum of retirement plan options, including defined contribution, defined benefit, and nonqualified deferred compensation plans, ensuring that clients have access to the most suitable investment strategies.
Michael's commitment to providing exceptional service is underscored by his extensive qualifications, including his AIF (Accredited Investment Fiduciary Fi360), QPA (Qualified Pension Administrator), QKA (Qualified 401(k) Administrator), and CPC (Certified Pension Consultant) designations. These credentials reflect his deep understanding of fiduciary responsibilities and regulatory compliance, which are crucial in today’s evolving retirement landscape.
Key projects under Michael's leadership often focus on enhancing the accessibility of retirement planning resources for both consultants and plan sponsors. By fostering collaborative relationships and offering tailored solutions, he empowers clients to drive employee engagement and financial security. Michael’s insights into market trends and best practices enable him to deliver valuable guidance, ensuring that organizations can navigate the intricacies of retirement planning with confidence. His dedication to excellence not only supports the strategic goals of his clients but also contributes to the broader mission of Schwab Retirement Plan Services in promoting financial wellness for all employees.
Vice President, Retirement Plan Sales at Schwab Retirement Plan Services in January 2013 to Present
Business Development Manager- Western Region at Charles Schwab Retirement Business Services in October 2010 to December 2012
Retirement Sales Consultant at Charles Schwab Retirement Business Services in February 2008 to October 2010
Relationship Manager at Charles Schwab Retirement Business Services in October 2004 to February 2008
Pension Consultant at Moskal Gross Orchosky in February 1999 to October 2004
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Cleveland State University, Bachelor of Arts, January 1996 to January 2000
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AIF (Accredited Investment Fiduciary Fi360)
QPA (Qualified Pension Administrator)
QKA (Qualified 401(k) Administrator ASPPA)
CPC (Certified Pension Consultant ASPPA)
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Discover more about Schwab Retirement Plan ServicesWhat is Michael Filbin email address?
Email Michael Filbin at [email protected]. This email is the most updated Michael Filbin's email found in 2026.
How to contact Michael Filbin?
To contact Michael Filbin send an email at [email protected].
What company does Michael Filbin work for?
Michael Filbin works for Schwab Retirement Plan Services
What is Michael Filbin's role at Schwab Retirement Plan Services?
Michael Filbin is Vice President, Retirement Plan Sales
What is Michael Filbin's Phone Number?
Michael Filbin's phone (**) *** *** 222
What industry does Michael Filbin work in?
Michael Filbin works in the Financial Services industry.
Michael Filbin Email Addresses
Michael Filbin Phone Numbers
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