David Kupstas
Actuarial Consultant
David Kupstas is an Actuary who brings over 30 years of experience in the retirement plan industry, with deep expertise in defined benefit and cash balance plan design, compliance, and administration. He provides strategic guidance on plan design, funding strategies, and regulatory compliance for a broad range of clients, from closely held businesses to professional practices, and his ability to simplify complex actuarial concepts into clear, actionable solutions makes him a valued partner to plan sponsors, advisors, and CPAs alike. David was recently elected President-Elect of the American Society of Enrolled Actuaries (ASEA), and he is a frequent speaker and writer on topics such as plan terminations, SECURE 2.0 implications, and maximizing contributions for business owners. He is a Fellow of the Society of Actuaries (FSA) and a Member of the American Society of Enrolled Actuaries (MSEA), and has been an Enrolled Actuary (EA) since 1997
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
