SageView Launches First PEP In Collaboration With Transamerica

Choice Pooled Employer Plan And 401(k) Retirement Plan Exchange Offered By Newly Launched Integrity Pooled Solutions
Jon Upham, President & Head of Institutional Retirement, SageView Advisory Group
Jon Upham, President & Head of Institutional Retirement, SageView Advisory Group

SageView Advisory Group, an independent RIA providing wealth management and retirement plan services, is collaborating with Transamerica to launch Integrity Pooled Solutions, which will offer a 401(k) Retirement Plan Exchange and a Choice Pooled Employer Plan (PEP), on July 1.

“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,” Jon Upham, President and Head of Institutional Retirement at SageView, said in a press release. “Transamerica is a leading provider of retirement and investment solutions and shares our vision to help make workplace retirement programs more accessible and attractive to employers of all sizes.”

The Retirement Plan Exchange will support retirement plans with fewer than 100 employees while the Choice PEP is an option for plans of any size seeking streamlined services offered by SageView, Transamerica and TAG Resources.

Darren Zino, Senior Managing Director for Retirement, Transamerica
Darren Zino, Senior Managing Director for Retirement, Transamerica

SageView will serve as the 3(38) investment manager and financial advisor, Transamerica Retirement Solutions is the recordkeeper, Transamerica Fiduciary Services is the Pooled Plan Provider (PPP) and TAG Resources is the 3(16) plan administrator.

Darren Zino, Transamerica’s Senior Managing Director for Retirement, said, “Joining forces with SageView demonstrates our joint commitment to expanding access to retirement plans. Our objective is to ensure every American worker has the opportunity to live their best life and retire with dignity and retirement security. This new offering is a significant step towards achieving that goal.”

Plan sponsors that join either the exchange or the PEP will also gain access to PersonalSAGE, SageView’s comprehensive financial education and engagement platform.

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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