Mike Sullivan CPFA™, NQPC™

Mike Sullivan is Senior Vice President & Retirement Services Team Leader for Plexus Financial Services. In his role, Mike guides the strategic direction of Plexus Financial Services and will oversee all relationships with record keepers, third-party administrators, and investment providers to help deliver the best possible outcomes for our clients. Mike is a 30+ year financial services professional with a strong record of business development, client relationship management, and plan design administration experience in the retirement and investment services industry. Most recently, prior to joining Plexus Financial Services, Mike served as a Regional Vice President of Retirement Sales at Vestwell.

Mike helps Plan Sponsors make informed choices through educated and well-developed retirement programs. He has extensive experience with design, implementation, and servicing of defined contribution and defined benefit retirement plans, with corporations and not-for-profits. His focus is helping clients meet their fiduciary responsibilities while helping their participants achieve retirement security. Mike attended Northern Illinois University and has a Bachelor of Science degree in Economics.

Mike holds applicable FINRA licenses, the Illinois Life and Health1 producer license, the Certified Plan Fiduciary Advisor (CPFA2) designation, and the Non-qualified Plan Consultant (NQPC3) credential.

Please visit the following for additional details related to each designation/registration:
1Life, Health and Variable Contracts Insurance License: https://nipr.com
2NAPA Certified Plan Fiduciary Advisor (CPFA): https://napacpfa.org/
3Nonqualified Plan Advisor Credential: https://napanqpa.org/