Dana Pawlowski


Plan Administrator

Dana Pawlowski joined the company in October of 2011. She handles plan compliance services, manages the legal plan documents, and is highly involved in the other daily functions necessary to administrate a retirement plan. Dana is strongly dedicated to her clients’ satisfaction not only with their plan as a whole, but with the customer based service the team strives to provide.

Before coming to the team, Dana worked in various case management roles with two major insurance companies here in Chicago. It was in these roles that she was able to fine-tune her client centered approach and grow her passion to provide the most appropriate benefits to her clients.Dana obtained her undergraduate degree from Illinois State University and her graduate degree from the University of Illinois at Chicago. In addition to the professional affiliations she keeps with the company, she plans to work towards her Qualified 401(k) Administrator (QKA) certification in the upcoming year.