Retirement Plan Insights
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Daiji Wada, QKA
As a consultant, Daiji has worked in retirement plan administration for 4 years with a focus on defined contribution plan consultation, education, recordkeeping and administration of plans as well as keeping plans compliant by following and interpreting IRS and DOL rules and regulations. Prior to becoming a consultant with APA, Daiji served as a financial advisor for 4 years in Louisville, KY assisting both Japanese and American clients using his fluency in both languages.
Formal Education:
- Indiana State University, B.S. - Economics
Professional Education:
- Member of American Society of Pension Professionals & Actuaries
- Qualified 401(k) Administrator (QKA)
Personal Interests:
A survivor and an active member of Sudden Cardiac Arrest Association, Daiji participates in cardiovascular disease prevention, raising awareness and fundraising activities for public access to automated external defibrillator. On his spare time, he also enjoys spending time with friends and family, playing cards, snow skiing, running, and playing golf.