FY23 A.I. K-12 Retirement Plan Administration and Financial Wellness Programs

Daniel Gale has been in school finance since 2008 and has worked in Worcester, Clinton, Grafton, and now Hudson.  He graduated from Bucknell University with a major in Business Mgmt and from Clark University with a Master in Public Administration, and also completed the MASBO licensure program.  Daniel is currently on the Board of Directors of MASBO.  He enjoys professional development and collaborating with colleagues.  When not in the office, he enjoys playing all sports, especially golf, with friends and with his son.

Randy is the local, Massachusetts-based contact for TCG, a HUB International Company. He holds the Chartered Financial Consultant (ChFC®) designation and is registered as an Investment Advisor Representative. Randy has been working with educators and school districts to develop retirement savings and investment plans since 1995. Randy is responsible for building and managing school district and tax-exempt market plan sponsor relationships, overseeing plan-level support on issues relating to TPA retirement plan administration, recordkeeping and financial education for plan participants. He is also a long time member of MASBO and M.A.S.S. Randy lives in Sharon, Massachusetts.