SageView Advisory Group, LLC

Firm Profile

SageView Advisory Group, LLC is an independent Registered Investment Advisor with over 130 employees located in 22 offices nationwide. The firm provides unbiased retirement plan and wealth management consulting services to clients throughout the U.S. We have been evaluating and advising retirement plans and participants since 1989.

SageView advises on over 900 defined contribution, defined benefit and deferred compensation plans totaling more than $60 billion of client assets. Our advisors each have extensive experience in the financial industry and have worked with some of the largest plans in the nation.

KEY CONTACTS
Randall C. Long, (800) 814-8742, rlong@sageviewadvisory.com
Jon Upham, (800) 814-8742, jupham@sageviewadvisory.com

WEBSITE
www.SageViewAdvisory.com

PRIMARY MARKET(S) SERVED
Mid ($10-$100 million), Large ($100-$250 million), Mega (>$250 million)

OPTIONS AVAILABLE
• Business Development Consultants
• Benchmarking Tools
• Participant Advice/Participant Services
• CRM/Data Aggregation
• Allows Fiduciary Declaration3(21)/3(38)
• Custom Risk based/target date models
• Plan feature review/plan design consulting
• Consulting on SMAs
• Plan sponsor fiduciary training
• Stable value analysis
• Minimum fee schedules

130 home office employees supporting the retirement business