Executive Director - Retirement Benefits Advisors
Daniel J. Peluse leads the Retirement Benefits Advisors division that helps business owners and plan sponsors to be more cost-effective and compliant, while helping reduce the administrative burden that comes with managing a plan and satisfying fiduciary obligations. The group provides a wide range of services including plan design, investment selection, 3(21) fiduciary support, policy and procedure support, service provider selection, performance reporting, and ongoing employee education.
Daniel J. Peluse joined the firm in 2013 as Director of Retirement Benefits Advisors and has been working in the financial services industry since 2002. He began his career at Morgan Stanley Smith Barney, where he specialized in retirement plans—specifically in the areas of Defined Contribution and Defined Benefit plans. Dan has been recognized for multiple honors by PLANSPONSOR Magazine, including being named a finalist for ‘Retirement Plan Adviser of the Year’ (2014, 2015, 2016, 2018 & 2019), one of five finalists for ‘Retirement Plan Adviser Team of the Year’ (2011), as well as one of their ‘Top 100 Advisers’ from 2010-2019. Dan is also a member of the National Association of Plan Advisers (NAPA) and has been recognized by NAPA as a Top Retirement Advisors under 40 (2015 & 2016) & Top Defined Contribution Advisors (2017 – 2019). Dan has also been recognized by the Financial Times as a Top 401(k) Retirement Plan Advisors (2016 – 2018) and has been selected as a Member of the Retirement Advisor Council.
Dan graduated from Elmhurst College with a degree in Finance and has earned the designation of Certified 401(k) Professional (C(k)P) from The Retirement Advisor University and the Anderson School of Management at UCLA, Chartered Retirement Plan Specialist (CRPS®) from the College of Financial Planning, Accredited Investment Fiduciary (AIF®) from the Center for Fiduciary Studies, Certified Plan Fiduciary Advisor (CPFA®) from the National Association of Plan Advisors and Certified Behavioral Finance Analyst (CBFA) through Allianz Investments and Professor Shlomo Benartzi of the Anderson School of Management at UCLA. Dan holds FINRA Series 7, 63, and 65 Licenses, as well as Illinois Life and Health Insurance Licenses. Dan spends his personal time golfing and traveling with his wife, Ashley.
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231 South LaSalle St., 13th Floor
Chicago, IL 60604