Dan Collins

Dan Collins is a business development consultant, retirement consulting services, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since December 2012, Dan is assigned to a variety of key Commonwealth advisor practices to help manage and develop their qualified retirement plan business. He serves as their consultant on all aspects of their retirement practices. Dan attended both Eastern Nazarene College and Bridgewater State University.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

The Big 3: Plan Sponsor Questions for the Retirement Plan Advisor

How to Help Small Business Owners Plan for Retirement

5 Steps for Stronger Retirement Plan Asset Retention

The Big 3: Plan Sponsor Questions for the Retirement Plan Advisor

Posted by Dan Collins

May 16, 2017 at 10:00 AM

When you’re looking to hire a qualified expert, you likely do your homework first. Whether you need a carpenter to build a new garage, a surgeon to perform a complex procedure, or a photographer to take a family portrait, you want to know as much about those providers as possible in order to find the right fit.

When seeking the help of a retirement plan advisor, potential plan sponsor clients are no different—and for good reason. They bear the responsibility of fiduciary liability and of being a steward for their employees’ retirement assets. As such, when plan sponsors are seeking the help of an advisor to manage those obligations, asking the right questions will be a key part of their decision-making process.

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Topics: Retirement Consulting

How to Help Small Business Owners Plan for Retirement

Posted by Dan Collins

May 9, 2017 at 10:00 AM

In a recent study focusing on the retirement needs of small business owners, many of those surveyed were "either open to or in need of more advice about their retirement planning." Specifically, they wanted to understand their options and the tax implications of their decision. Clearly, this is an opportunity for advisors to help small business owners plan for retirement. But where do you start? 

Whether you already have clients who are small business owners or are looking to explore this niche opportunity, you can begin by understanding the ins and outs of the most common plan types, including their ideal clients, contribution rules, and tax benefits.

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Topics: Retirement Consulting

5 Steps for Stronger Retirement Plan Asset Retention

Posted by Dan Collins

May 10, 2016 at 10:00 AM

With more than $24 trillion in assets as of December 2015, the retirement marketplace can be a lucrative arena—and many of you have seized the opportunity to build your retirement plan business. Whether your client is a multinational for-profit corporation, midsized educational institution, or locally based not-for-profit organization, you’ve established yourself as an expert on its benefits packages, setting your practice apart as the local go-to resource. But what good is a new $2 million client if an existing $3 million client leaves you for greener pastures?

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Topics: Retirement Consulting

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