About Us

RetireAware provides strategic consulting and plan management services in retirement markets. Our clients include some of the largest public K-12 and higher education systems in the U.S., retirement plan recordkeepers, a major broker-dealer, third-party plan administrators and private retirement plan sponsors.

Our work with plan sponsors focuses on developing retirement plan service models that eliminate (or reduce and mitigate) provider conflicts of interest. These conflicted providers can undermine participant retirement savings by promoting higher-cost in-plan and non-plan products and services.

Our work with retirement plan providers focuses on configuring products and services to meet the needs of the ever-evolving retirement plan marketplace and to anticipate—and respond to—plan sponsors’ need for greater provider transparency. We are also engaged in developing specialized decision-support and modeling tools to address the unique needs of governmental employees.

Daniel Alexander
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.