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View More Press Releases by SageView Advisory Group

Press release:

SageView Advisory Group Continues to Grow in Northern California

Issued by: SageView Advisory Group

Date: Mar. 26, 2018

IRVINE (March 23, 2018) –SageView Advisory Group, an independent retirement consulting firm, is excited to announce the hiring of Eric Weissman as a Retirement Plan Consultant. Eric will be joining the Northern California office and fellow SageView colleagues including Bob Patton, David Shnapek, William Posch and Ann Cheu.

With more than 11 years in the retirement plan industry, Eric has a wide-range of experience in retirement plan design specializing in managing the complexities of ERISA compliance, vendor relationships, investment monitoring, audit support, fiduciary duties, investment education, and plan participant advising. Eric has spent most of his career partnering with plan sponsors to help them reduce costs, increase participation, and minimize fiduciary liability.

Eric began his career at VALIC Financial Advisors in Emeryville providing retirement planning, education and investment management for retirement plan participants. Most recently, Eric was Director of Retirement Plan Consulting at BPM Advisors where his duties included overseeing all operations of a large-market RIA, consulting with over 100 retirement plan clients, and navigating complex and time-sensitive compliance issues, including plan conversions, plan acquisitions & mergers, and plan audits. Additionally, Eric holds numerous certifications, including Accredited Investment Fiduciary (AIF®).

“I am excited to join a Company whose culture and values match my own and put the client’s retirement plan goals first.  SageView has a history of innovation and a clear vision of future growth.  Having access to SageView’s world class tools and proprietary investment research, along with the added resources that SageView offers will enable my clients to have a more successful retirement experience,” said Eric.

“We are excited to add a person of Eric’s caliber and expertise.  Eric is extremely knowledgeable in plan design, investment consulting, cost management, ERISA compliance, and understanding the fiduciary obligations of the plan sponsor.  We love Eric’s passion in helping people ultimately have a successful retirement.  His talents complement and enhance our team and will add depth to help grow our practice and expanding client base in the Bay Area,” said Bob Patton, Managing Director at SageView’s Woodside, CA location.

View More Press Releases by SageView Advisory Group


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