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Financial Times names Sikich’s Joe Connell a top retirement adviser

Sikich

Nov 12 2018

2 min read

Partner at professional services firm appears on the Financial Times 401 Top Retirement Advisers list for the fourth consecutive year

CHICAGO — Nov. 12, 2018 — Joe Connell, a partner in professional services firm Sikich’s retirement plan services practice, was named to the Financial Times’ list of top retirement advisers in the U.S. for the fourth consecutive year. The Financial Times 401 Top Retirement Advisers list recognizes advisers who specialize in serving defined contribution retirement plans.

“I am honored to be recognized again by the Financial Times,” Connell said. “A company’s retirement plan is a crucial piece of its talent recruitment and retention strategy. We are proud to be able to help companies build, manage and continually improve their retirement plans, and ensure their employees make the most of these plans.”

Sikich’s retirement plan services practice offers companies employee education services, fiduciary training for retirement plan committee members, an open-architecture trading platform, professionally managed portfolios, investment policy statement review and monitoring, comprehensive fee reviews, and benchmarking.

“Joe and his team are trusted advisers to companies across industries,” said Sikich CEO Chris Geier. “They play a valuable role in helping clients optimize their retirement plans and equipping employees with the tools they need to effectively plan for retirement. This is well-deserved recognition.”

Connell is an accredited investment fiduciary analyst (AIFA). He is also actively involved in the Plan Sponsor Council of America and was selected to participate in the Retirement Advisor Council, which advocates for successful retirement plan outcomes.

The Financial Times produces the FT 401 list in collaboration with Ignites Research. Applicants were graded on defined contribution assets under management, defined contribution plan growth rate, specialization in defined contribution plans, years of experience, advanced industry credentials, and compliance record.

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About the Author

Sikich

Sikich is a global company specializing in technology-enabled professional services. With more than 1,900 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and is comprised of one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals. *Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. 