Retirement Plans


David B. Mulkern
Senior Account Manager, Retirement Plans
PHONE: (781) 761-1624

Dave is a senior account manager in Summit’s Retirement Plan Services division. He brings almost twenty years of experience in the retirement plan industry. Prior to joining Summit Financial Corporation in 2004, Dave held compliance, conversion, and administration roles with several third-party administration firms.

Educational and Professional Background
  • University of New Hampshire, Whittemore School of Business
    Master of Business Administration
  • Canisius College
    Bachelor of Arts — History and Political Science
  • The Institute for Employee Benefit Training
    Employee Benefits Plan Program Diploma
  • FINRA Securities Registrations
    Series 6, 63

Dave currently maintains the following professional designations awarded by The American Society of Pension Professionals & Actuaries (ASPPA): Qualified 401(k) Administrator (QKA), Qualified Pension Administrator (QPA), and Certified Pension Consultant (CPC).

Dave is a member in good standing with ASPPA.