Director of Retirement Plan Services,
Wintrust Wealth Management
Daniel J. Peluse joined the firm in 2013 as Director of Retirement Plan Services and has been working in the financial services industry since 2002. He began his career at Morgan Stanley Smith Barney, where he specialized in retirement plans—specifically in the areas of Defined Contribution and Defined Benefit plans.
Dan leads the Retirement Plan Services division that helps business owners and plan sponsors to be more cost-effective and compliant, while helping reduce the administrative burden that comes with managing a plan and satisfying fiduciary obligations. The group provides a wide range of services including plan design, investment selection, 3(21) fiduciary support, policy and procedure support, service provider selection, performance reporting, and ongoing employee education.
Dan has been recognized for multiple honors by PLANSPONSOR Magazine, including being named a finalist for ‘Retirement Plan Adviser of the Year’ (2014 and 2015), one of five finalists for ‘Retirement Plan Adviser Team of the Year’ (2011), as well as one of their ‘Top 100 Advisers’ from 2010-2015.
Dan is also a member of the National Association of Plan Advisers (NAPA) and in 2013, joined a group of colleagues from around the country for their inaugural Washington D.C. Fly-In Meeting. Meeting with members of Congress on Capitol Hill, Dan participated in support of the Retirement Plan industry and the Plan Participants that Wintrust Retirement Plan Services represents.
Dan graduated from Elmhurst College with a degree in Finance and has earned the designation of Certified 401(k) Professional (C(k)P) from The Retirement Advisor University and the Anderson School of Management at UCLA, Chartered Retirement Plan Specialist (CRPS) from the College of Financial Planning, Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies, and Certified Behavioral Finance Analyst through Allianz Investments and Professor Shlomo Benartzi of the Anderson School of Management at UCLA. Dan holds FINRA Series 7, 63, and 65 Licenses, as well as Illinois Life and Health Insurance Licenses. He resides in Winfield, Illinois with his wife Ashley.