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CLIENT SERVICE MANAGER · SAVVY WEALTH

Dan McGurl

Dan is a 401(k) Operations Specialist at Savvy Wealth, focused on building scalable operational infrastructure and delivering day-to-day plan administration support for corporate retirement programs.

HOW DAN WORKS

Clear Thinking. Personal Guidance.

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Philosophy

Good advice only works if the operations behind it are solid. Efficiency and accuracy on the back end are what make a plan trustworthy on the front end.

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Approach

Hands-on and detail-driven. He oversees onboarding and record keeper conversions, manages fiduciary documentation and data workflows, and supports advisors and plan sponsors on ERISA and plan design considerations.

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Personal

New York-based, originally from Winchester, Massachusetts. Holds a Bachelor's degree in Political Science from Gettysburg College.

“Build the operational infrastructure that lets advisors and plan sponsors focus on people, not paperwork, while keeping every plan compliant and running smoothly.”

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