While Sage Advisors was founded by working with individuals and families, we’ve grown into also partnering with employers to help them create employer-sponsored retirement plans that fit both the needs of the owners and the employees. Since we’re financial advisors, we bring a uniquely personalized experience to the table through robust employer and employee education in addition to designing and maintaining plans and creating and managing exceptional investment line-ups for them.


How We Can Help


Retirement Plan Consulting

We partner with employers to design and maintain retirement plans for the needs of both the employers and participants. This includes annual plan design and investment option review, assistance with strategizing to improve employee engagement in the plan, and periodic vendor services and costs review.


Participant Education

We provide robust education to plan participants to help them effectively utilize their plan to work toward accomplishing their own retirement planning goals. This includes education on plan design and benefits, appropriate contribution rates and asset allocation, and utilization of the recordkeeper website.


Investment Management

We work with and guide employers in creating and managing exceptional investment lineups within their employer-sponsored retirement plans.