Chartered Retirement Plans Specialist,
Integrous Financial Strategies
Dan has 35 years’ experience in the financial securities industry having started with Merrill Lynch in 1987. Dan is an independent advisor who is affiliated with Wells Fargo Advisors Financial Network. Dan has extensive experience working with Defined Contribution and Defined Benefit Plans for Non-Profits along with private corporations, 403b plans for Schools, hospitals, religious affiliates, 457 Plans for Governmental employees and 457f plans for Non-Profits with highly compensated employees in addition to IRA rollovers and other retirement planning solutions.
A majority of Dan’s time is devoted to working with small, medium and large size held businesses in the development and implementation of retirement plans that suit their needs as an ERISA 3(21) fiduciary. Given the recent mandates of the DOL, this unbiased and appropriate advice to plan sponsors has never been more essential in the Defined Contribution field.
Dan holds a FINRA Series 7, 63 and 65 registrations in addition to state life and health licenses. Dan is a Chartered Retirement Plans Specialist, CRPS. along with being a managing partner with Integrous Financial Strategies. Dan resides in Margate, NJ.
A PowerPoint presentation on how Defined contribution retirement plans have evolved from simply a tax-deferred savings vehicle, to where they are today. As investment options and fiduciary responsibilities expanding, it will continue to be critically important to equip financial and legal professionals with the right questions to ensure they are helping participants achieve the best […]