Daniel has broad experience working on retirement plan design to best fit the needs and goals of his clients. He specializes in employee benefit plans and third-party administration for 401(k) plans, 403(b) plans, and defined benefit plans. Daniel enjoys providing compliance and best practice support for each and every client in industries such as healthcare, nonprofits, and more. His clients enjoy his true dedication to his craft. In addition to his work at CRI, Daniel is an Adjunct Professor at Flagler College, helping to develop the next generation of CPAs.
Years of Experience
15
Education
Florida State University, Bachelor’s
Florida State University, Master’s
Professional Credentials
Certified Public Accountant (CPA)
Investment Advisor Representative–Series 65
Life, Accident, and Health and Variable Contracts Insurance Agent
Qualified 401(k) Administrator (QKA)
Qualified Pension Administrator (QPA)
I am a diehard Maryland Terrapin football and basketball fan.
SERVICE SPECIALTIES
INSIGHTS FROM Daniel Rodriguez
New Rule for Catch-Up Contributions
How Secure Is Your Company Retirement Plan: Updates and New Rules...
Webinar
It Figures Podcast: S4:E5 – SECURE 2.0 & The Impact of...
Podcast
It Figures Podcast: S4:E3 SECURE 2.0 & The Impact on Individual...
Podcast
Fiduciary Matters: How to Be the Best Trustee for Your Organization’s...
Webinar
EVENTS WITH Daniel Rodriguez
- June 20
2023Virtual