About Us

Prior to forming RSA Steve was a Managing Director of the Pension Consulting Services Group of American Express Tax and Business Services. In that role, he was responsible for the management of the group’s “open architecture” daily valuation administration service platform.

His expertise includes consulting with employers on appropriate plan selection, assuring the plan’s compliance with applicable Internal Revenue Service and Department of Labor Regulations and streamlining the ongoing administration of their plans. Steve has obtained the designation of Certified Employee Benefits Specialist from the International Foundation of Employee Benefit Plans and the Wharton School of Business. He is also a Certified Public Accountant and an Accredited Investment Fiduciary.

In that role, he was responsible for the management and training of recordkeeping service team members who utilized the group’s “open architecture” daily valuation administration service platform.

His expertise includes years of daily recordkeeping administration experience, training new hires, consulting with employers on plan design changes, assuring the plan’s compliance with applicable Internal Revenue Service and Department of Labor Regulations and streamlining the ongoing administration of their plans. Prior to working at RSM McGladrey, Eric was a senior pension administrator with American Express Tax & Business Services where he was responsible for administering multiple daily valuation clients. The firm was acquired by RSM McGladrey in 2005. Eric obtained his undergraduate degree in Economics at the University of Illinois (Urbana-Champaign) and MBA degree from Roosevelt University in Chicago.

In that role he was responsible for assisting employers with compliance testing, calculating benefits and other administrative aspects of 401(k) and 403(b) plans.

Jim received his Bachelor in Accounting from St. Joseph’s College.

Brennan consults with our clients to ensure the setup and design of the plan meets the client’s objectives.

He is also responsible for the ongoing compliance and administration services including determining maximum tax-benefit contributions for small business owners, resolving compliance issues and assisting with plan audits. Brennan also provides administration services for all of RSA’s defined benefit plans. Brennan received his B.S. degree from the University of Wisconsin-Madison.

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.