Personal Information
Organization / Workplace
Dallas/Fort Worth Area United States
Occupation
External Wholesaler (South Central)
Industry
Finance / Banking / Insurance
Website
About
Joe Long has over 30 years experience working with financial intermediaries and plan sponsors in the defined contribution and defined benefit marketplace. Joe has extensive knowledge of ERISA, employee benefits, plan design and investment options.
Specialties: 401(k) Plan, Defined Benefit Plan, Cash Balance Plan, Plan Design, ERISA, Fiduciary Issues, Plan Document, Compliance, Daily-Valued Recordkeeping, Investment Products, Certified Pension Consultant, Plan Testing and Qualification Issues, Accredited Investment Fiduciary
Contact Details