As a Retirement Plan Consultant for Conrad Siegel, Dan specializes in administrative services for 401(k) plans, profit sharing plans, and municipal defined contribution plans for organizations of all sizes. In addition to serving clients on Conrad Siegel’s daily valuation recordkeeping platform, Dan also supports a number of balance-forward valuation plans to identify prudent, accurate solutions to his clients’ benefit challenges.
For more than two decades at Conrad Siegel, Dan has served in many different roles including serving on our internal Defined Contribution (DC) support team, providing in-house support to DC staff, and performing testing and system maintenance. This knowledge of our systems from the inside, aids in helping clients navigate their own plans.
When Dan is not busy juggling the complexities of retirement for his clients, you can find him spending time with his 4 daughters.