As we celebrate the 4th of July, we reflect on the values that make our country great: freedom, liberty, and unity. Today, we honor the spirit of independence and the countless contributions of those who have worked hard to build a better future. Wishing our team, partners, and community a joyful and safe Independence Day!
SageView Advisory Group
Financial Services
Newport Beach, California 7,900 followers
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About us
SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6,000 households. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.
- Website
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http://www.sageviewadvisory.com
External link for SageView Advisory Group
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Newport Beach, California
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Retirement Plan and Investment Consulting, Fiduciary Risk Management, Plan Design Consulting, Actuarial Consulting, Financial Wellness, Wealth Management, and Financial Planning
Locations
Employees at SageView Advisory Group
Updates
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As we approach the Independence Day holiday, we feel extra grateful for the advisors at SageView Advisory Group who have served. Thanks to ThinkAdvisor for including our own Nick Jahn, MBA, CPFA in their Advisors Who Serve(d) feature. https://lnkd.in/gWNYYXn9 #SageVets
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SageView Advisory Group congratulates Kevin Schmeits and Doug Webster, AIFA®, CPFA, NQPC on being named to the 2024 Next Gen Advisors to Watch list, and Nick Lamb, CFA and John Majors, FSA, CFA, AEP on being named to the 2024 Advisors to Watch list for those managing under $1 billion by AdvisorHub! According to AdvisorHub: nominees were required to have a minimum of seven years of experience, $150m minimum AUM and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation. #FinancialAdvisors #WealthManagement #NextGen #FinancialServices #AdvisorHub #AdvisorstoWatch https://lnkd.in/gTj6ZFjv
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Thank you to Hispanic Executive for amplifying the voices of SageView Advisory Group's Lisa (Garcia) Drake, CPFA, AIF® and Brenda Tarjan, QPFC. Lisa and Brenda share their career journeys, passion for their roles, and how they make a difference through SageView's SageLatinos and SageWomen ERGs. "Latino representation at SageView is incredibly important as it reflects the diversity of the communities we serve and brings a variety of perspectives to the table." https://lnkd.in/gHCdpTWn #TeamSageView #EmployeeResourceGroups #ERG
Brenda Tarjan and Lisa Garcia Drake Cultivate Community at SageView Advisory Group - Hispanic Executive
https://hispanicexecutive.com
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Today we announced the launch of Integrity Pooled Solutions! We have collaborated with Transamerica to offer both a Retirement Plan Exchange® as well as a Choice Pooled Employer Plan® (PEP) for plan sponsors who want to offer streamlined services while still partnering with industry leading service providers. SageView Advisory Group President Jon Upham said: "SageView is excited to expand our solutions for employers who may not have the expertise or time in-house to oversee a retirement program and still want a retirement plan that doesn’t compromise service or quality." #PEP #PooledEmployerPlan
SageView Collaborates with Transamerica to Launch Integrity Pooled Solutions
prnewswire.com
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Today we recognize #Juneteenth, the oldest holiday that commemorates the end of slavery in the United States. In 2021, the Juneteenth National Independence Day Act was signed, officially making it a Federal holiday. Celebration of Juneteenth transcends borders and it is acknowledged in other parts of the world, including at El Nacimiento in Coahuila, Mexico. In the words of Sam Collins, a historian and co-chair of the Juneteenth Legacy Project, "Juneteenth is about a spirit of renewal that celebrates freedom and opportunity. Absolute equality is not about equal results but about creating a society that supports all to become their very best selves to benefit the collective community."
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The evolution of retirement plans has been robust, incorporating features such as automatic enrollment and escalation to enhance participation and savings rates. "As workplace retirement plans become more sophisticated, education about the features and practical engagement with the strategies is critical to success." Thanks to InvestmentNews for speaking to SageView Advisory Group's TJ Arcuri, AIF®, CIMA® about where the industry is headed and the growing interest in retirement income conversations with plan sponsors and participants. #retirementincome #financialwellness #PersonalSAGE https://lnkd.in/g8UAiNSp
InvestmentNews June 3, 2024: Retirement
digitaledition.investmentnews.com
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Happy 529 Day! #529day
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As we observe Memorial Day, we pause to honor and remember the brave men and women who have made the ultimate sacrifice in service to our country. Here's a brief history of how we came to celebrate Memorial Day on the last Monday in May: 1866: First formal Memorial Day observations are held honoring the Civil War fallen in Waterloo, New York and Charleston, South Carolina. 1873: New York becomes the first state to designate Memorial Day as a legal holiday. Other states follow suit. 1887: Joint Resolution of Congress provides the 30th of May to be celebrated as Memorial Day, or Decoration Day, and be a legal holiday for all paid employees of the Government. 1921: President Warren Harding dedicates the Tomb of the Unknowns at Arlington National Cemetery. Presidential wreath laying ceremonies on this solemn day become part of the observance. 1966: Presidential Proclamation calls attention to the centennial anniversary of the first observance of Memorial Day. 1971: Congress passes the Uniform Monday Holiday Act and establishes that Memorial Day is to be commemorated on the last Monday of May. 2000: Congress issues the National Moment of Remembrance resolution which asks that at 3 pm local time on Memorial Day for all Americans to “voluntarily and informally observe in their own way a moment of remembrance and respect, pausing from whatever they are doing for a moment of silence or to listen to “Taps.” #MemorialDay
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SageView's Robert Patton shared a timely analysis of financial wellness solutions available today and how they impact the individuals that use them. Online tools can be valuable and certainly have their place in an overall wellness program, but they lack empathy, says Bob. "The best way to educate people is one-on-one, face-to-face even if it is virtually. Money is emotional and people who are willing to open up and discuss their financial questions with a trained professional (at SageView we call them Coaches) are exactly who our target audience is for financial wellness. The more our industry can help people understand their accounts, the better people will feel." Thanks to Financial Advisor Magazine for sharing and engaging in this important conversation. https://lnkd.in/ggkujs-k #FinancialAdvisors #FinancialWellness #PersonalSAGE
SageView's Bob Patton Shares How To Talk To Employees About A Changing Retirement Landscape
fa-mag.com