Joseph Topp serves as Principal and Vice President of Investment Consulting Services at Francis LLC, a leading advisory firm dedicated to the qualified retirement plan marketplace. With a robust background in ERISA regulations and a deep understanding of qualified retirement plans, Joseph has established himself...
Joseph Topp serves as Principal and Vice President of Investment Consulting Services at Francis LLC, a leading advisory firm dedicated to the qualified retirement plan marketplace. With a robust background in ERISA regulations and a deep understanding of qualified retirement plans, Joseph has established himself as a key figure in guiding plan sponsors through the complexities of 401(k), 403(b), and defined benefit plans. His expertise extends to conducting comprehensive recordkeeping searches and plan cost benchmark studies, ensuring that clients receive the most competitive and transparent services available.
At Francis LLC, Joseph is instrumental in developing tailored participant communication strategies and workplace financial wellness programs that empower employees to make informed decisions about their retirement savings. His commitment to providing independent, conflict-free advisory services is reflected in his approach to participant-level ERISA advice, where he prioritizes the best interests of both plan sponsors and participants.
Joseph’s skill set encompasses asset allocation, investment advisory, and institutional investments, making him a valuable resource for organizations looking to optimize their retirement offerings. His proficiency in vendor fee negotiations and recordkeeper evaluations further enhances his ability to deliver cost-effective solutions that align with clients’ financial goals. As a thought leader in the retirement services industry, Joseph Topp continues to drive innovation and excellence at Francis LLC, ensuring that clients are well-equipped to navigate the evolving landscape of retirement planning.
