Joel Mee

Senior Director, Retirement Plan Sales

Joel Mee is a leader in building strategic partnerships to deliver flexible retirement planning solutions supported by strong operational efficiencies. His areas of expertise include retirement plan sales strategy, advisor practice management, marketing and communications. He has nearly 25 years of broad and deep expertise in retirement plan administration and consulting with a focus on and servicing 401(k), 403(b), defined benefit and 457 plans. He holds FINRA Series 6, 63 and 65 securities licenses and Certified Pension Consultant, Qualified Plan Financial Consultant, Qualified Pension Administrator and Qualified 401(k) Administrator designations. Joel graduated from Montana State University with a bachelor of science degree in business.