Joe is a seasoned pension attorney, with over 30 years of experience, who strives to provide a high level of service for all his clients. Joe does the research and due diligence needed to provide solutions to complex qualified pension plan issues. Joe handles all client’s plan document and ERISA compliance needs. He makes it a priority to stay current in the constantly changing regulatory and legal landscape by leading continuing education program and maintaining an active network of pension professionals. In his career, he has assisted many clients with ERISA compliance issues, including correcting plan defects under IRS and DOL voluntary compliance programs, plan audit representation and negotiation and hands on plan administration and reporting.
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