With over 20 years of experience in the retirement plan industry, Dan Clark is a trusted retirement plan consultant and Accredited Investment Fiduciary® (AIF®). He specializes in guiding organizations through the complexities of retirement plan design, implementation, and ongoing management—helping ensure compliance while aligning plans with broader organizational goals. Dan works closely with businesses and nonprofits to optimize 401(k), 403(b), and 457 plans. His strategic approach focuses on plan design, investment selection, and governance, enabling employers to make informed decisions that support both fiduciary responsibility and employee retirement readiness. Recognized for his deep knowledge of fiduciary standards and regulatory requirements, Dan helps clients adopt best practices that reduce risk and enhance the overall effectiveness of their retirement plans. His consulting philosophy is rooted in transparency, integrity, and delivering practical solutions that improve financial outcomes and the participant experience. Dan holds a Bachelor’s Degree in International Business from The University of Texas at San Antonio. He also studied at the University of London and the Universidad Nacional Autónoma de México (UNAM), experiences that provide him with a global perspective and the ability to connect with a wide range of clients and industries. One of Dan’s career highlights came in 2016 when he partnered with the CFO of a local company to restructure their 401(k) plan. By implementing fiduciary best practices focused on improving plan oversight and optimizing plan design, the company was awarded the prestigious Plan Sponsor of the Year honor—standing out among top-tier plans nationwide. Outside of his professional work, Dan is committed to community involvement. He has served on the Board of the San Antonio River Foundation and as a Community Advisory Member for Hydro Angels Over Texas. He has also volunteered with Junior Achievement of South Texas to promote financial literacy among youth and supports animal welfare through his involvement with Animal Rescue Connections.