Sr. ESOP Consultant / Principal Financial Group
Dan is a Sr. ESOP Consultant at Principal®. He has over 19 years of experience working with ESOPs and has extensive knowledge of ESOP recordkeeping capabilities and complex ESOP issues.
He is an active member of the National Center for Employee Ownership and The ESOP Association. Dan is credentialed as a Qualified Pension Administrator (QPA) with the American Society of Pension Professionals & Actuaries (ASPPA).
Sessions
ESOP Administrative, Disclosure and Reporting Toolkit