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SageView Advisory Group, LLC

SageView Advisory Group, LLC

Investment Management Firms

Description

SageView Advisory Group, LLC operates as a registered investment advisory company which provides customized retirement plan consulting, actuarial consulting, and wealth management services to clients in the United States of America. It offers institutional retirement plan services, including defined contribution services, plan consulting, compliance consulting, investment selection and monitoring, vendor comparative analysis, plan transition and integration, employee education and communication, defined benefit services, and nonqualified plan services. The company also provides services, such as strategic planning, forecasting, asset/liability modeling, actuarial valuations for funding and expense, financial reporting and disclosure, regulatory compliance, administration, employee communication and education, mergers and acquisitions, union negotiations, plan interpretation, and guidance on technical issues for defined benefit pension plans, supplemental executive retirement plans, and other post-employment benefit plans. In addition, it offers wealth management, investment management, executive benefits, life planning, retirement planning, probability analysis, performance monitoring, and estate planning services. The company was founded in 1989 and is based in Irvine, California. It also has offices in Boston, Massachusetts; Chicago, Illinois; Kansas City, Missouri; Knoxville, Tennessee; Los Angeles and San Francisco, California; Milwaukee, Wisconsin; Minneapolis, Minnesota; Richmond, Virginia; Washington, District of Columbia; and West Palm Beach, Florida.

Corporate Address

1920 Main Street Suite 800 Irvine, CA92614 United States of America

United States of America

949-955-1395

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