Joe Carter

Posted on January 10, 2017

AndCo By AndCo

Joe Carter is a Retirement Plan Consultant at AndCo. He works extensively with Plan Sponsors, supporting their defined benefit, defined contribution, and nonqualified plans by designing customized solutions in the areas of administration, fiduciary oversight, investment policy and design, investment monitoring, evaluation, provider searches, and total plan cost analysis.

Joe has over 5 years of experience in the investment community.  Previously he held the titles of Investment Consultant and Research Analyst at Bidart & Ross prior to its acquisition by AndCo.