Shelly Schaefer

Shelly Schaefer

Retirement Plan Consultant at SageView Advisory Group LLC

Location:
1920 Main Street, Irvine, California, United States
HQ Phone:
(949) 955-1395

General Information

Education

BA degree  - Business Management , Ripon College

Affiliations

Member  - Wisconsin Retirement Plan Professionals Ltd

Board Member  - Waupun Hockey Association Auxiliary

Recent News  

Shelly Schaefer, QPFC, AIF®
Retirement Plan Consultant 262.780.3467 Shelly serves as a Retirement Plan Consultant for SageView with over 15 years of industry experience. In her role, she is responsible for consulting with plan sponsors on the selection of a vendor platform, plan implementation, plan administration and design changes, problem solving, fee and design benchmarking, employee enrollment/education campaigns, investment monitoring and investment policy statement management. She is passionate about helping plan sponsors create and administer retirement plans that will allow their participants to be retirement ready. Her primary focus is on ERISA Corporate retirement plans, including 401(k), 403(b), ESOP and Defined Benefit Plans. Shelly has been named as one of the Most Influential Advisors in Defined Contribution by The 401k Wire. Shelly was recognized in 2015 by the National Association of Plan Advisors (NAPA) on their inaugural MVP list of Top Women Advisors. In 2016, Shelly was recognized again by NAPA as a Top Women Advisor All-Star. These honors are based on NAPA's nomination and qualification process, including voting by plan sponsor clients and industry peers. Shelly earned a BA degree in Business Management from Ripon College. She hold the Qualified Plan Financial Consultant and Accredited Investment Fiduciary (AIF®) designations as well as life, health, property and casualty insurance licenses. She is also a member of Wisconsin Retirement Plan Professionals, Ltd.

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Shelly Schaefer
Director Home 583-2207 Cell 933-0819 sschaefer@sageviewadvisory.com

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Shelly Schaefer, QPFC, AIF®
Retirement Plan Consultant

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