Daniel Alexander is a respected industry veteran and the founder of RetireAware, an independent plan consultant committed to investment and transactional transparency. Daniel has extensive knowledge of the group sponsored retirement market, ranging from sales and distribution to plan design and administration. His diverse experience spans both the ERISA and non-ERISA market. He has served in senior sales leadership roles as well as managerial and advisory roles for a leading US based retirement company. In building RetireAware, Daniel has turned his attention squarely on the distribution of retirement plan assets, protecting group sponsored retirement plans from internal and external conflict of interest structures and ensuring retirement plan participants have the tools and support necessary to make informed decisions.
Allen Steinberg, Esq.
Allen Steinberg is a national authority on retirement plans and the Chief Legal Officer of RetireAware. Allen has over 35 years of experience providing employers with advice, ideas and support for a broad range of benefit plans. For the past fifteen years Allen increasingly focused on the unique challenges of the 403(b) market. During his career, Allen has been an associate with a major Chicago law firm, a partner at a global consulting and actuarial firm, and the owner of a law firm focused solely on employee benefits. Allen has written for a range of publications, including Benefits Quarterly, The Journal of Employee Ownership Law and Finance, The Journal of Pension Benefits, Compensation & Benefits Review, and HR Magazine. Allen is also a regular speaker at regional and national benefits conferences.