Joel Blair

Senior Plan Consultant
CLA Appleton

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Education

Bachelor of arts in economics from St. Norbert College, De Pere, Wisconsin

Overview

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 engagements

Resources and event materials

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