Dawn Genz serves as Chief Operating Officer – 401(k) & Pension, where she provides strategic leadership to enhance operational excellence, support organizational growth, and deliver exceptional service to clients and partners. She is focused on optimizing processes, fostering collaboration across teams, and driving initiatives that strengthen the organization’s ability to meet the evolving needs of the retirement plan industry.
Dawn brings more than 30 years of experience in retirement plan administration, ERISA consulting, investment advising, sales, and executive leadership. Throughout her career, she has led strategic business initiatives, streamlined operations, strengthened financial oversight, and successfully managed organizational change while maintaining a strong focus on client service and operational efficiency. Her leadership is guided by a commitment to collaboration, continuous improvement, and helping teams deliver outstanding results for clients and partners.
Dawn resides in Brainerd, Minnesota, with her husband, Alan. They have three children and four grandchildren, who are at the center of much of their family life. Outside of work, Dawn enjoys golfing, biking, walking, gardening, and watching sunrises and sunsets, especially at the beach. She is also a proud veteran of the U.S. Army Reserve, where she served during Desert Storm and earned the Army Achievement Medal.
