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As an Accredited Investment Fiduciary (AIF®), and Retirement Plan Associate (RPA®) professional, I bring over 28 years of retirement plan experience in the areas of Fiduciary, Qualified Retirement Plan Consulting, Qualified Retirement Plan Investment Advisory, Qualified Plan Design and Plan Administration, Retirement Plan Recordkeeping and ERISA Third-Party Plan Administration Services. I was recently named by the Financial Times as a 401 Top Retirement Adviser in their 2020 edition. According to the publication, the final Financial Times 401 represents an impressive cohort of elite advisers from 41 states and Washington, D.C. My objective is to provide employers with peace of mind about their retirement plan and fiduciary duty. I do this with a consultative process to navigate not only the investment and employee education process of the Defined Contribution and Defined Benefit market, but to successfully guide employers and their Human Resource departments through the regulatory process governed by the Department of Labor (DOL).We are a member of the Retirement Plan Advisory Group (RPAG). RPAG is an alliance of accomplished defined contribution advisors in the U.S. representing 60,000 retirement plans, 5 million-plus participants with $400 billion in collective Assets Under Influence we’re prepared to handle even the most complex retirement plan situation. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Valiant Retire, Inc. is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. " Investor Disclosures: https://www.kestrafinancial.com/disclosures
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ConsultantP&A Group, Inc.Pittsburgh, Pa, Us
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President And Managing PartnerTrust Capital Fiduciary Advisors Jan 1998 - PresentAs an ERISA 3(21) Fiduciary, I share investment-related responsibilities as a co-fiduciary for plan investment decisions with the plan sponsors I serve. My primary concern is the health of your retirement plan. To measure the health of your retirement plan we use an independent compliance tool, Fiduciary Fitness Program™ (FFP) to not only measure the health of your retirement plan but to identify potential weaknesses in your plan.The goals of the program are to:• Identify plan fiduciaries and understand the extent of their specific responsibilities • Attempt to comply with ERISA 404a and 404c • Document the hiring process for service providers and other vendors • Identify parties in interest to the plan and take steps to monitor transactions • Understand major exemptions under ERISA that permits transactions with parties in interest • Review plan documents in light of current plan operations and make necessary updates • Comply with reporting and disclosure requirements • Ensure that individuals are properly bonded and covered by liability insurance and moreThe Fiduciary Plan Review provides education, documentation, and plan metrics to meet fiduciary responsibilities and improve operational efficiency. Specialties: Fiduciary Guidance, Plan Oversight, Provider Oversight, ERISA Compliance, Employee Education, Employee Wellness -
Retirement Plan Associate (Rpa)Trust Capital Fiduciary Advisors Jan 1998 - Dec 2023International Society of Certified Employee Benefit Specialists (ISCEBS) is the premier interactive community providing educational resources, innovative thinking, and collective wisdom to help members excel and prosper in their careers. This membership organization is for those who have earned the Certified Employee Benefit Specialist (CEBS), Group Benefits Associate (GBA), Retirement Plans Associate (RPA), and Compensation Management Specialist (CMS) designations.In the U.S., the Wharton School of the University of Pennsylvania is responsible for the academic standards of the CEBS. This university-based curriculum distinguishes CEBS from other designations and membership provides members access to a variety of educational resources that are comprehensive and relevant to the entire spectrum of employee benefits and compensation.
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ConsultantP&A Group, Inc. Feb 2015 - PresentWilliamsville, Ny, UsIn my role of consultant, I assist plan sponsors developing a plan retirement plan design that fits the goals of their organization and the retirement needs of their employees. I also assist brokers and advisors looking to work with P&A Group's Retirement Plan Services recordkeeping and administration division. I provide Retirement Plan sales consulting to the organization and to broker and advisors looking to work in the retirement plan market.
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Vice President And Manager, Retirement Plan ServicesFragasso Retirement Plan Advisors May 2013 - Feb 2015Pittsburgh, Pa, UsAt Fragasso, I started and built the retirement plan department while managing a dedicated retirement plan team focused exclusively on employer-sponsored retirement plans. Understanding the tremendous responsibility businesses and organizations have to provide their employees with a retirement plan that aims to maximize the benefits to the participants, while at the same time, working efficiently for the company, my team delivered comprehensive retirement plan services to assist plan sponsors in working towards their goals and objectives. -
PresidentPlan4 Retirement Consultants, Llc/Formerly Bbr Services, Lp Sep 2006 - May 2013PLAN4 Retirement Consultant, LLC was a full-service retirement plan consulting, administration, and advisory firm and was created through a leveraged buyout of BBR Services, LP. As President of PLAN4, I lead the leveraged buyout with a small group of partners. PLAN4 was later sold again to another national retirement administration company. -
Managing Director, Southeast RegionMassmutual Retirement Services Jun 2005 - Sep 2006Springfield, Massachusetts, UsI was responsible for MassMutual’s retirement plan business in the Southeastern US. Currently, the MassMutual retirement plan business comprises 26,000 workplace savings plans through which approximately 2.5 million participants have saved $167 billion in assets. It also includes approximately 2,000 employees affiliated with MassMutual’s retirement plan business who provide a full range of support services for financial professionals, plan sponsors, and participants. Effective September 8, 2020, MassMutual has entered into a definitive agreement to have Empower acquire MassMutual’s retirement business. -
Regional DirectorVoya Financial May 1998 - Jun 2005New York, Ny, UsAs Regional Director I was responsible for introducing Voya Financials’ retirement plan capabilities to the financial advisors in my region. -
Vice President, Retirement ServicesHeritage Trust Company Jan 1997 - May 1998Oklahoma City, Ok, Us -
Benefits ConsultantMockenhaupt, Mockenhaupt, Cowden & Parks, Inc. 1992 - Jan 1997
Daniel Halle Skills
Daniel Halle Education Details
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West Virginia UniversityManagement
Frequently Asked Questions about Daniel Halle
What company does Daniel Halle work for?
Daniel Halle works for P&a Group, Inc.
What is Daniel Halle's role at the current company?
Daniel Halle's current role is Consultant.
What is Daniel Halle's email address?
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What is Daniel Halle's direct phone number?
Daniel Halle's direct phone number is +141233*****
What schools did Daniel Halle attend?
Daniel Halle attended West Virginia University.
What skills is Daniel Halle known for?
Daniel Halle has skills like Accredited Investment Fiduciary Aif, Retirement Plan Associate Rpa, Retirement Plan Consulting, 401k, Retirement, Erisa, Mutual Funds, Pensions, Employee Benefits, Profit Sharing, Defined Contribution, Iras.
Who are Daniel Halle's colleagues?
Daniel Halle's colleagues are Michael Rivera, Dana Mchale, Jordan Spence, Agda Batista, Lauren Genesky, Linda Carroll, Amelia Clarkson.
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