Keenan Financial Services
Keenan Financial Services, a division of Keenan & Associates, brings together specialists in many areas of retirement planning to help meet your fiduciary, planning, investment, administrative and compliance needs.
For your agency, we assist in managing your fiduciary responsibilities, reduce administrative burdens and ensure compliance with all regulations including Governmental Accounting Standards Board (GASB) guidelines 43 & 45. We handle all third party administration and manage all compliance needs for your qualified plans.
For your employees, we provide qualified and non-qualified pension plans, Supplemental Early Retirement Plans (SERP) and an alternative to Social Security plan for part time employees (APPLE).
Keenan Financial Services has the resources, commitment and expertise needed to put innovative retirement planning and financial management solutions to work for you and your employees!
Keenan Financial Services Management Team
Gail Beal in Keenan’s Torrance office is primarily responsible for sales of Keenan Financial Services’ products. Gail works specifically with marketing and sales of Keenan’s SERP and APPLE plans as well as our Futuris program for GASB 43/45 compliance.
Gail joined Keenan & Associates in 1991 as a retirement insurance counselor and worked extensively with early retirement plans offered by school districts and community colleges. She joined the firm permanently in 1994 when she assumed responsibility for the APPLE Plan, the company’s FICA alternative. Gail’s ability to establish relationships with district personnel and assess the needs of their districts has been a valuable asset to the department.
Gail majored in English, attending Gonzaga University and California State University, Long Beach. She is currently pursuing an MBA with an emphasis on marketing and plan administration. She is also in the process of completing her Plan Administration designation.
Dan Keenan works closely with school districts and Keenan & Associates benefit consultants to design and implement retirement programs. His expertise lies in designing, marketing and implementing retirement plans and pension programs that fit school districts’ unique needs. He has been instrumental in executing qualified early retirement plans, qualified defined benefit plans and specialized individual life insurance programs.
Dan joined Keenan & Associates in 1983, working first in the Personnel Services Department. He moved to Retirement Planning in 1984 when the first early retirement plans were implemented and was instrumental in improving the implementation of early retirement plans by negotiating with carriers to obtain a guaranteed annuity products as well as improving the counseling and enrollment process.*
Dan graduated from California State University, Long Beach receiving a degree in Business Administration with an emphasis in Human Resources.; He earned his Life Underwriters Training Counsel Fellow (LUTCF) in 1993 and in currently working on his Certificate of Employee Benefits Specialist (CEBS) designation.
*Guarantees are based on the claims-paying ability of the issuing insurance policy.