Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

Plan Administrator

Independent Retirement
(Telecommute / Portland OR)

Independent Retirement logo

Client Success Specialist

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OR / SC / TN / WA)

Ubiquity Retirement + Savings logo

Distribution Specialist

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

By Date   |   By Company Name

View More Press Releases by SageView Advisory Group

Press release:

SageView Advisory Group Expands By Adding Retirement Plan Consultant to Northern California Practice

Issued by: SageView Advisory Group

Date: May 10, 2016

Increased demand for independent client focused retirement plan consulting in Silicon Valley enables SageView to recruit industry expert  

IRVINE, California, May 10, 2016 — SageView Advisory Group, an independent retirement consulting firm, is excited to announce the further expansion of its Northern California presence with the hiring of Ann Cheu as Retirement Plan Consultant. Ann joins the Woodside, CA office and fellow team members including Bob Patton, David Shnapek and William Posch.

With more than 16 years in the retirement plan industry, Ann has a wide-range of experience in retirement plan design with a specific focus in managing plan costs, fiduciary oversight and strategic plan design. Ann especially enjoys on-boarding new clients and considers herself an extension of the Human Resource and Finance teams she’s fortunate to serve.

Ann began her career at Mercer Investment Consulting in Los Angeles and after six years, moved north to launch the San Francisco practice.  Most recently, Ann was a Managing Consultant at Precept Advisory Group where she partnered with many Bay Area and Silicon Valley plan sponsors to help them create and manage competitive and cost-effective retirement plan solutions that integrate with each company’s total compensation strategies.  

“It's more than working for a leading retirement consulting firm; it's an opportunity to be a part of a firm that prides itself on being innovative and has a clear vision of future growth. Additionally, I feel strongly that SageView and its culture fits well with my business practice and the value I place on delivering successful retirement plan outcomes. The additional resources SageView offers to fiduciaries and plan participants exceeded all my expectations and I am excited to begin incorporating these tools,” said Ann.

“SageView is on a journey of growth, building on our most valuable assets: our internal investment team and resources, financial wellness offerings, fiduciary oversight, and continuing to provide solutions for overall plan success to each one of our clients. With an expanding client base in the Bay area, we wanted to increase our presence to better serve local clients and having Ann join our team will allow us to more effectively accomplish this,” said Bob Patton, Managing Director at SageView.

To contact Ann please email or go to

About SageView Advisory Group
Headquartered in Irvine, California, SageView Advisory Group is an independent Registered Investment Advisory firm specializing in helping retirement plan sponsors fulfill their fiduciary responsibilities. SageView's team of professionals currently oversees more than $60 billion in assets. For more information, call (800) 814-8742 or visit

SageView Advisory Group is located at 1920 Main Street, Suite 800 Irvine, CA 92614.

Securities offered through Cetera Advisor Networks, member SIPC.  SageView is not affiliated with Cetera Advisor Networks.

BL: hh

View More Press Releases by SageView Advisory Group

This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2020, Inc.