Dan Brenner, President, has over 30 years of retirement plan experience. He has 22 years of daily valuation recordkeeping experience. Prior to creating RD, he developed a daily valuation operation at 2 different Bank trust departments.

He realized that there were many challenges for the community or regional sized bank trust department to have an good internal daily valuation recordkeeping service.

After working on the bank trust side of the business for 13 years, Dan thought creating an outsource solution would satisfy a need in the market. RD provides all of the retirement plan services needed for our clients to be successful in their market place.

Dan focuses on relationship management & product development but has experience in all facets of the retirement plan industry.

Dan graduated from Wilmington College with a Bachelor of Science, Business Management degree. He is also a graduate of the Cannon Financial Institute Employee Benefit School.