Dan heads the Cash Balance Center of Excellence for FuturePlan, driving strategy and growth as National Practice Leader. Building on more than 20 years as a nationally renowned innovator and thought leader in the Cash Balance space, Dan is a frequent speaker at industry events and the author of a top-selling book, Beyond the 401(k): How Advisors Can Grow Their Businesses with Cash Balance Plans. Prior to joining FuturePlan, Dan served as president of Kravitz, the largest independent firm of retirement consultants in California. He grew the organization from regional success into a national powerhouse with a singular focus on extraordinary client service achieved through leading-edge retirement plan design and highly effective client communications. Through his dedicated work at Kravitz, and now FuturePlan, Dan has helped thousands of business owners across the nation implement innovative, efficient plan designs that alleviate tax burdens and accelerate retirement savings. Specialties: Leadership, Business Strategy, Design and Administration of Cash Balance Plans
Listed skills include Retirement, Retirement Planning, Pensions, 401K, and 46 others.