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Dan Toomey, QKA®, CPFA®

Dan Toomey, QKA®, CPFA®

Manager, Retirement Product

  • Develops processes and procedures to ensure that Commonwealth meets regulatory standards
  • Monitors retirement industry regulatory trends related to ERISA, DOL, and the SEC.
  • Has over 20 years of experience in the retirement industry, including 10 years working in recordkeeping and 10 years overseeing the Retirement department at a professional employer organization
  • Bachelor's degree in English from the University of Rochester and holds his American Society of Pension Professionals & Actuaries, Qualified 401(k) Administrator, and Certified Plan Fiduciary Advisor designations