Daniel Halle Email & Phone Number

Pittsburgh, Pa, Us

As 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

International 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.

Williamsville, Ny, Us

In 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.

Pittsburgh, Pa, Us

At 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.

PLAN4 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.

Springfield, Massachusetts, Us

I 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.

New York, Ny, Us

As Regional Director I was responsible for introducing Voya Financials’ retirement plan capabilities to the financial advisors in my region.

Oklahoma City, Ok, Us