AIFA®, QPFC, CRPS®, RF™
Partner, Sikich Retirement Plan Services
Joe has dedicated the past 22 years to helping organizations improve and enhance their retirement programs. His long-term track record of success is a result of working with thousands of employers in implementing prudent processes designed to manage fiduciary liability and plan expenses, meet specific plan objectives and significantly improve participant retirement outcomes. Joe is a frequent and nationally recognized speaker and presenter to employer and industry groups nationwide. He has conducted hundreds of retirement plan workshops educating employers on the key elements of successful retirement plans. Joe was named the 2014 Retirement Plan Advisor of the Year by PlanAdvisor magazine, which chooses an advisor annually who best represents their mission to help make retirement security a reality for workers across the nation. Joe has also had two plan sponsors recognized as PlanSponsors of the Year by PlanSponsor magazine which annually awards plan sponsors for having retirement plans that are successfully helping their employees reach their retirement goals.
T: (331) 229-5235
https://www.sikich.com/retirement-planning/
Maple Grove, MN
Client Plans: 53
Participants: 11,400
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