Joe Connell
Principal at Sikich Retirement Plan Services at Sikich Financial | Greater Minneapolis-St. Paul Area
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Joe Connell serves as Principal at Sikich Retirement Plan Services, where he leverages his extensive expertise in retirement plan consulting to empower plan sponsors and their employees. With a deep understanding of the complexities surrounding retirement plans, Joe is dedicated to simplifying plan management, optimizing plan expenses, and enhancing employee engagement in retirement planning. His role encompasses a comprehensive approach to retirement plan design, investment reviews, and fiduciary compliance, ensuring that plan sponsors not only meet their obligations under ERISA but also foster a culture of financial wellness among their employees.
At Sikich, Joe leads key projects that focus on developing tailored retirement solutions that align with the unique needs of each organization. His hands-on experience spans all facets of retirement plans, including provider selection, fee benchmarking, and employee communication strategies. By utilizing his skills in investment advisory and asset allocation, Joe ensures that clients have access to the best investment options available, thereby maximizing their retirement savings potential.
Joe's commitment to fiduciary responsibility is evident in his proactive approach to documenting and managing fiduciary duties, which helps mitigate risks for plan sponsors. His collaborative work with a team of seasoned retirement plan consultants and investment analysts allows for a wealth of insights and best practices that enhance the overall effectiveness of retirement plans. Through his leadership, Joe Connell is not only transforming the retirement planning landscape for his clients but also empowering employees to take charge of their financial futures.
Principal at Sikich Retirement Plan Services at Sikich Financial in September 2014 to Present
President at Retirement Plan Partners, Inc. in June 2008 to January 2015
Managing Director at Mass Mutual in April 2007 to June 2008
Regional Director at RSM McGladrey Retirement Resources in April 2005 to March 2007
Sales Director Major Accounts at ADP Retirement Services in January 1999 to January 2004
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Retirement Plan Consulting
Investment Advisory
401(k) Retirement Savings Plans
Retirement Planning
Retirement
Securities
Business Planning
Finance
Mutual Funds
Asset Allocation
Retirement Services
ERISA
Plan Administration
Plan Design
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What is Joe Connell email address?
Email Joe Connell at [email protected]. This email is the most updated Joe Connell email found in 2026.
How to contact Joe Connell?
To contact Joe Connell send an email to [email protected]. (updated on October 31, 2024)
What company does Joe Connell work for?
Joe Connell works for Sikich Financial
What is Joe Connell's role at Sikich Financial?
Joe Connell is Principal at Sikich Retirement Plan Services
What is Joe Connell's Phone Number?
Joe Connell's phone (416) ***-*654
What industry does Joe Connell work in?
Joe Connell works in the Accounting industry.
Joe Connell Email Addresses
Joe Connell Phone Numbers
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