Joe Connell is a partner of Retirement Plan Services at Sikich Financial. Joe has dedicated the past 20 years to helping organizations improve and enhance their retirement programs. His long-term track record of success is a result of working with hundreds of employers in implementing prudent processes designed to reduce fiduciary liability and plan expenses, meet specific plan objectives and significantly improve participant outcomes.
Joe is a frequent and nationally recognized speaker and presenter to employer and industry groups. He has conducted numerous retirement plan workshops educating employers on the key elements of successful retirement plans.
Joe was named to the 2019 edition of the Financial Times 401 Top Retirement Advisors. The list recognizes the top financial advisors who specialize in serving defined contribution (DC) retirement plans across the U.S. He was also awarded the 2014 Retirement Plan Advisor of the Year by PlanSponsor magazine, which chooses an advisor annually who best represents their mission to help make retirement security a reality for workers across the nation.
Affiliations
- American Society of Pension Professionals & Actuaries (ASPPA)
- Retirement Advisor Council
- Advisor Group’s Retirement Plan Advisory Council, Member
- National Association of Plan Advisors (NAPA) Top DC Advisor Team, 2022
Professional Licenses
- North American Securities Administrators Association (NASAA) Series 65
Education
- Bachelor of Finance Degree, St. Cloud State University
- Accredited Investment Fiduciary Analyst (AIFA), Center for Fiduciary Studies at the University of Pittsburgh
- Qualified Plan Financial Consultant (QPFC), American Society of Pension Professionals & Actuaries (ASPPA)
- Chartered Retirement Plans Specialist Designation (CRPS®), College for Financial Planning in Denver, CO
- RF™ (Registered Fiduciary) Designation, DALBAR
Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.
