The Right Mix of Experience and Expertise
Daniel Shapiro is committed to helping provide the right retirement plan, the right way, to businesses and professionals. With over 30 years of experience in the industry, Dan guides his clients through the entire retirement plan process, from plan design to compliance to investment oversight.
Having worked with over 1,000 qualified retirement plan clients and their employees, Dan is known for delivering quality expertise, clear communication, and reliability. He uses his knowledge and experience to implement best fiduciary practices to ensure employees have appropriate investments to choose from and employers have a well-documented fiduciary process in place to mitigate risk. Dan prioritizes his clients’ needs, taking the time to understand their unique goals and situations and applying his holistic approach to customize and develop tailored strategies to improve outcomes and take some of the plan sponsor burden off their shoulders.Learn more about Dan
3(21) and 3(38) Fiduciary Services
As your Investment Fiduciary, we analyze the most current data and options and help you make decisions that are in your and your employees’ best interest. We can coach you through the process in two ways: As a 3(21) Fiduciary Investment Advisor, we give recommendations regarding your employee benefit plan. As a 3(38) Fiduciary Investment…
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Call: (786) 456-8000 Ext. 218, or Email: firstname.lastname@example.org