Shannon Kelly | Source | President, Retirement Savings at Ascensus, Inc.
Shannon Kelly
President, Retirement Savings at Ascensus, Inc.
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Cash balance plans are sophisticated and complex retirement plans that require a superior level of actuarial acumen; under Dan’s ongoing leadership, we anticipate extending our company’s growth into the mid-market segment.
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Ascenus Acquires Cash Balance Leader Kravitz | PLANSPONSORKravitz will keep its focus on cash balance plans, with Dan Kravitz maintaining a senior leadership role. -
articleCapitalizing on 'unintended consequences' of DOL changes, Ken Fisher pounces on a fat-margin 401(k) opportunityDOL greased the skids for closed-architecture approach of $60-billion RIA -- as long as it is discloses use of proprietary funds and sets flat fees that apply to them
Employment
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Ascensus, Inc.
President, Retirement Savings
started Sep 2014
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