Retirement Plan Insights
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David B. Behrmann, CPA, JD, MBA
Dave has more than 25 years of experience in the qualified plan industry. He has worked with over 2,000 clients advising them on retirement plan design issues. Dave has spoken many times to clients, financial advisors, CPA’s and attorneys on various qualified plan topics.
Education:
- Bachelor of Science in Business – Indiana University
- Master of Business Administration – Indiana University
- Doctor of Jurisprudence – Indiana University
Professional Designations:
- Member of the Indiana State Bar Association and the American Bar Association
- Member of the Indiana State Board of Public Accountancy and the American Institute of Certified Public Accountants.
Dave and his wife, Nancy, have three children and one grandchild. Nancy is a master gardener and Dave is an avid sports fan. In college, Dave was a member of Phi Gamma Delta.