To learn about how we are supporting our employers and savers during this difficult time, please read our COVID-19 Message. We are here for you throughout this difficult time.
Our experienced Client Services Team can help you with any questions you may have between 8 a.m. to 8 p.m. CT, Monday through Friday.
As an employer offering Illinois Secure Choice to your employees, you want to make sure they fully understand this new savings program. Our field representative is here to help. This local resource is available to help you with anything from the initial Illinois Secure Choice roll out period, to hosting savings seminars or participating in benefits fairs.
Institutional Relationship Manager
Joe has over a decade of financial services experience and is particularly effective at educating retirement plan sponsors and participants about the importance of saving for retirement.
He has served as a Relationship Manager with the Principal Financial Group, as well as a Registered Investment Advisor (RIA) with two independent firms.
Joe has a B.S in Business Management from the Northern Illinois University (NIU) Barsema College of Business, and holds his FINRA Series 7 and 63 licenses, as well as the Chartered Retirement Plans Specialist’ (CRPS®) designation from the College for Financial Planning. He resides in Downers Grove
Mr. Ossey is a registered representative of Ascensus Broker Dealer Services LLC, 877-529-2980, 95 Wells Ave, Newton MA (member FINRA/SIPC) and is not employed by the State of Illinois.