Mgr., Retirement Product - Strategic Retirement Solutions
Dan joined Commonwealth in December 2021 as a retirement product manager. In this role, Dan develops processes and procedures to ensure that Commonwealth meets regulatory standards, and he monitors retirement industry regulatory trends related to ERISA, DOL, and the SEC. Dan has over 20 years of experience in the retirement industry, including 10 years working in recordkeeping and 10 years overseeing the Retirement department at a professional employer organization. He earned a bachelor’s degree in English from the University of Rochester and holds his American Society of Pension Professionals & Actuaries, Qualified 401(k) Administrator, and Certified Plan Fiduciary Advisor designations. Outside of work, Dan enjoys being outdoors, golfing, and spending time with his son and dogs. Dan also enjoys watching hockey and college football, and he often joins fantasy sports leagues to stay connected with old friends.