- About Us
- Why Summit?
As Vice President of Account Management in the Retirement Plan division, Dan leads one of Summit’s teams of Account Managers. Dan has almost 20 years of experience in the retirement plan industry and has been with Summit since 1998. Prior to joining Summit he worked for a pension consulting firm in New Jersey and was responsible for the administration of more than 125 defined contribution and defined benefit plans. Dan is responsible for the consulting, design, implementation, conversion, administration and compliance for the following types of retirement plans: 401(k), 403(b), 457, money purchase, defined benefit and non-qualified deferred compensation.
Dan maintains the following professional designations awarded by The American Society of Pension Professionals and Actuaries (ASPPA): Certified Pension Consultant (CPC); Qualified Pension Administrator (QPA); Qualified Plan Financial Consultant (QPFC); and Qualified 401(k) Administrator (QKA).
Dan is a CERTIFIED FINANCIAL PLANNERTM practitioner.
Dan also maintains the Accredited Investment Fiduciary AnalystTM (AIFA®) awarded by Fi360.
Dan has been a member in good standing with the American Society of Pension Professionals and Actuaries since 1999.
Dan has been a member in good standing with Fi360 since 2003.
Dan grew up in Prentiss, Maine and now resides with his wife and three young children in Rutland, Massachusetts.