Breaking News

SageView Launches New Financial Education and Engagement System for Retirement Plan Participants

Kerry Woods to guide new participant training and engagement system

PersonalSAGE will produce money readiness for all

NEWPORT Beach front, Calif., Jan. 26, 2023 /PRNewswire/ — SageView Advisory Team (“SageView”), just one of the nation’s primary impartial RIA and retirement advisory companies, declared currently it has employed Kerry Woods as Vice President of Participant Training and Engagement to guide its new PersonalSAGE money education platform for participants of its retirement plan sponsor clientele.

PersonalSAGE (Strategic Assistance, Steering and Empowerment) is a monetary readiness platform aimed at providing schooling and obtain to financial scheduling providers for all retirement approach members.

“We are centered on assembly the evolving wants of retirement system individuals and encouraging them enhance their monetary results with self esteem,” mentioned Jon Upham, SageView’s President and Head of Institutional Retirement. “This detailed financial education and engagement system presents in-individual and technology-driven financial organizing answers aimed at reworking financial habits, perceptions, and readiness so members can tackle fiscal difficulties when they come up.”

“We consider every single man or woman ought to have entry to a monetary system irrespective of their internet really worth. PersonalSAGE presents the kind of 1-on-one entry to a economical specialist quite a few contributors may possibly not have normally.”

SageView, with more than $150 billion in retirement system belongings, is a longstanding chief in serving retirement plan sponsors across the region. Furthermore, the firm’s prosperity administration enterprise has developed to around $4 billion by means of organic and natural growth and focused acquisitions.

Economic Readiness for All

Mass affluent retirement strategy contributors — those with a lot less than $100,000 to $1 million in web really worth — are minimum probably to function with a money advisor mainly because of least threshold needs. PersonalSAGE gives every participant a personalized assessment of their economic standing and accessibility to skilled financial coaches equally in human being and nearly for one-on-a single consultations. Individuals will have obtain to the crew of PersonalSAGE fiscal coaches through various avenues, which include a dedicated participant site, virtual and in-man or woman schooling sessions, and by means of an on the web technological innovation system designed in collaboration with SageView’s technology husband or wife, LifeCents.

Expanded Management Group

Ms. Woods is an seasoned strategic improvement advisor who has labored around the previous ten years at both Voya Economical and Empower Retirement. Her most the latest position was Vice President, Consultant Relations Director at Voya Money. She is the hottest key chief to be a part of SageView because the company declared a strategic and monetary partnership with non-public-fairness firm Aquiline Funds Associates in January 2021.

Ms. Woods included, “I’ve seen firsthand how a deficiency of monetary training can impression generations of family members, so this initiative is extremely critical to me. SageView has constantly been a trustworthy advisor to our Prepare Sponsor consumers and has conducted worker education and learning for lots of a long time. PersonalSAGE is the upcoming evolution of our supplying for participants and gives holistic money readiness over and above just instruction. The potential to sit down 1-on-just one with a monetary skilled, share your fiscal aims and struggles and get actionable, personalized information is vital to improving participants’ monetary outcomes.”

“In an significantly aggressive labor market, holistic monetary wellness can be an added reward to assistance strategy sponsors keep and attract workers as well. We look forward to functioning intently with participants to support them create a economic plan so they can attain their plans.”

About SageView Advisory Group

SageView Advisory Group is an SEC-Registered Expenditure Advisory organization (RIA) serving retirement approach sponsors and individuals through the United States because 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation options, and provides in depth wealth management companies to people today and families. SageView is headquartered in Newport Beach front, California, and has much more than 30 workplaces nationwide.

SageView Advisory Group, LLC is a Registered Expense Advisor. Advisory providers are only available to shoppers or potential purchasers where by SageView Advisory Team, LLC and its representatives are appropriately certified or exempt from licensure. Earlier effectiveness is no guarantee of upcoming results. No assistance may perhaps be rendered by SageView Advisory Group, LLC unless a client assistance agreement is in put.

For additional details about SageView, go to or simply call (800) 814-8742.

Get hold of: Julie Katsnelson
800.814.8742 | [email protected] 

Source SageView Advisory Group