SageView Advisory Group’s Post

SageView Advisory Group has been named among the top RIAs in the country by Financial Advisor Magazine in its 2024 ranking of over 400 firms! Learn more here: https://lnkd.in/gK_YNQ3J.

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!

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

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

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

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

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."

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

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