Retirement Plan Advisory Firm Onboards Strategic Development Consultant To Lead Platform Designed To Educate And Provide One-On-One Consultation And Coaching
RIA and retirement advisory firm SageView Advisory Group announced the launch of an education and engagement platform for retirement plan sponsor clients, and the appointment of Kerry Woods as Vice President of Participant Education and Engagement to lead the initiative.
Education And Consultation Platform Launch
Named “PersonalSAGE,” an acronym for “Strategic Advice, Guidance and Empowerment,” the new platform provides retirement plan participants with a personalized assessment of their financial standing and one-on-one consultations with financial coaches – in person, virtually, through a dedicated website or by an online technology platform.
Jon Upham, the firm’s President and Head of Institutional Retirement, said in the press release, “We believe every single person should have access to a financial plan regardless of their net worth. PersonalSAGE provides the type of one-on-one access to a financial professional many participants may not have otherwise.”
“This comprehensive financial education and engagement platform provides in-person and technology-driven financial planning solutions aimed at transforming financial habits, perceptions, and readiness so participants can tackle financial challenges when they arise.”
Strategic Development Consultant To Lead New Platform
A strategic development consultant, Woods previously served as Vice President, Consultant Relations Director at Voya Financial for seven years. Prior to Voya, she worked at Empower Retirement for over five years.
“I’ve seen firsthand how a lack of financial education can impact generations of families, so this initiative is extremely important to me,” Woods said in the press release. “The ability to sit down one-on-one with a financial professional, share your financial goals and struggles and receive actionable, personalized advice is crucial to improving participants’ financial outcomes.”
Woods continued, “In an increasingly competitive labor market, holistic financial wellness can be an added benefit to help plan sponsors retain and attract employees as well. We look forward to working closely with participants to help them develop a financial plan so they can achieve their goals.”
SageView, recently named a winner in the WSR Wealth Exemplar Awards Retirement Plan Advisory Firm of the Year category, holds over $150 billion in retirement plan assets and approximately $4 billion in wealth management assets.
Woods is the most recent management hire since the firm received private equity backing from Aquiline Capital Partners in January 2021. Previous hires include Jorge Bernal as COO in July 2022, Tara Egan as Managing Director, Human Resources, in May 2022 and Jim Dario as Head of Wealth Management in March 2022.
Michael Madden, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com
