Joe Long, CPC, QPFC, QPA, AIF
4 SlideShares 7 Seguidores
Personal Information
Organização/Local de trabalho
Dallas/Fort Worth Area United States
Cargo
External Wholesaler (South Central)
Setor
Finance / Banking / Insurance
Site
www.bpas.com
Sobre
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
Detalhes do contato
Marcadores
hr retirement healthcare employee benefits high deductible health plans tax savings lawyers doctors professional practice taxes pension cash balance benefits veba esop 457(b) 403(b) hsa pensions 401(k)
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Apresentações

(1)

Cb overview

Há 6 anos • 37 Visualizações

Documentos

(3)

Bpas corporate brochure

Há 6 anos • 49 Visualizações

Veba

Há 6 anos • 105 Visualizações

Hsa summary

Há 6 anos • 26 Visualizações
Personal Information
Organização/Local de trabalho
Dallas/Fort Worth Area United States
Cargo
External Wholesaler (South Central)
Setor
Finance / Banking / Insurance
Site
www.bpas.com
Sobre
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
Marcadores
hr retirement healthcare employee benefits high deductible health plans tax savings lawyers doctors professional practice taxes pension cash balance benefits veba esop 457(b) 403(b) hsa pensions 401(k)
Ver mais