Dan joined Ascensus in 2017 and is responsible for leading the FuturePlan practice on Cash Balance. Previous to FuturePlan, Dan was the President of Kravitz, the leader in Cash Balance plans for the retirement industry for more than 20 years. He is the author of Beyond the 401k: How Financial Advisors Can Grow Their Businesses with Cash Balance Plans. Dan holds a Bachelor’s degree from the University of California, has completed the American Society of Pension Actuaries exams, and is a certified pension consultant.
Current role