Bachelor of arts in economics from St. Norbert College, De Pere, Wisconsin
Joel has more than 20 years of qualified benefit plan administration and compliance experience. As a consultant, Joel listens to his clients’ wants and needs to effectively plan, design and draft retirement plan documents that will meet their expectations and goals. He is responsible for the generation of allocation reports, all required compliance testing, contribution calculations (including cross-tested plan formulas), tax returns, projections, participant notices and overall plan compliance as required by the IRS and DOL.
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
Fox River Area Pension Professionals Society (FRAPPS), Treasurer and Member
American Society of Pension Professionals and Actuaries (ASPPA)
American Cancer Society Sole Burner 5K Walk/Run, Planning Committee Member