Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Alexandria, VA • retirementplanology.com
Newport Beach, CA • sageviewadvisory.com
Retirement Planology, Inc.
SageView Advisory Group
Key Contact(s)
Key Contact(s)
Courtenay Shipley 703.595.2829 • cshipley@retirementplanology.com Adam Jefferis 703.595.2829 • adam@retirementplanology.com
Jon Upham 800.814.8742 • jupham@sageviewadvisory.com
Firm Profile When growing organizations need assistance with their employee retirement plan, they come to us. Retirement Planology is a boutique consulting and investment advisory firm that navigates organizations to smart decisions on their employee retirement plan. Plans are complicated and highly regulated at every twist and turn. As your navigator and investment fiduciary, we help map out investment decisions, hire providers, plan features, engage employees, and take work off the plan sponsor’s plate. Rely on us to keep the plan in alignment with your organization’s goals.
Firm Profile SageView Advisory Group, LLC is an independent Registered Investment Advisor with over 270 employees located in more than 30 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 institutions and individuals since 1989. SageView advises on over 2,100 defined contribution, defined benefit and deferred compensation plans and more than 4,000 households totaling $151 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.
Primary Market(s) Served
Primary Market(s) Served
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million,
Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Options Available • 3rd Party Vendor Analysis Tool
Options Available
• Other Tools
• Retirement Sales Desk Representative
• CRM/Data Aggregation
• Business Development Consultants
• Allows Fiduciary Declaration 3(21)/3(38)
• Benchmarking Tools
• Plan Sponsor Fiduciary Training
• Participant Advice/Participant Services
• Stable Value Analysis
• CRM/Data Aggregation
• Minimum Fee Schedules
• Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models
Home Office Employees Supporting the Business
• Plan Sponsor Fiduciary Training
4
• Stable Value Analysis • Minimum Fee Schedules
Home Office Employees Supporting the Business 80
NAPABLACKBOOK2023
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