Compliance Specialist
Dan Burnett, QKA, QKC
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Designations
QKC and QKA with ASPPA
Dan Burnett supports employers in designing and monitoring compliant retirement plans. With more that twelve years of experience in third-party administration, Dan adeptly tailors plans that serve each employer sponsor’s unique operations and workforce needs.
With experience spanning pension administration, plan consulting, and compliance monitoring and reporting, Dan has a wealth of expertise to offer clients. In particular, he manages and administers qualified retirement plans including 401(k), defined benefit, and combination plans.
Dan is especially proud of expanding his precise knowledge and skills through achieving both his Qualified 401(k) Administrator (QKA) and Qualified 401(k) Consultant (QKC) certifications. His favorite aspect of the job is assembling the unique puzzle that each plan represents, to customize a solution for each individual client.
Away from work, Dan enjoys traveling, reading, and watching sports with his wife, daughter, and cocker spaniel, Brandy.
“No two plans are exactly alike, so sorting through the plan design and demographics to maximize the best outcome is an exciting challenge.”