Kerrie Casey is a Retirement Plan Consultant for SageView Advisory Group’s Boston practice. Kerrie works with both for-profit and not-for-profit clients, assisting with plan reviews, recordkeeping relationships and advising on plan design, compliance, fiduciary oversight and investment consulting issues. Kerrie partners with her clients to ensure their retirement plans are aligned with the organization’s culture and philosophy to help their participants plan for a successful retirement.
Kerrie joined SageView in 2015 as a Retirement Plan Consultant and has 19 years of financial services industry experience centered on defined contribution participants and plan sponsors. In her roles, she has helped clients with plan design, plan compliance, fiduciary governance, investment selection and employee engagement as she has partnered with them to oversee and manage their retirement plans. Kerrie was recognized in 2015 by the National Association of Plan Advisors (NAPA) on their inaugural MVP list of Top Women Advisors.* This honor is based on NAPA’s nomination and qualification process, including voting by plan sponsor clients and industry peers.
Kerrie began her career at Fidelity Investments as a participant service representative in 1996 after interning at Fidelity in her final year at Bentley College. She left Fidelity to work for Trust Consultants where she was responsible for the administration, reporting and compliance of approximately 60 plans. She returned to Fidelity to travel the country providing employee education seminars and group meetings to plan participants. She joined Tofias, a third-party administrator, in 2000 to provide administrative and compliance support for approximately 50 clients and later worked at Sentinel Benefits where she managed the implementation and legal teams for all new incoming retirement plan business. Prior to joining SageView, she had spent the past eight years as a senior consultant at a local consulting firm focused on helping clients manage all aspects of their retirement plans to ensure plan sponsors meet their fiduciary duties and provide an effective and powerful savings vehicle for their employees.
Credentials
- Bentley College, B.S. in Finance
- UMass Boston, M.A. in English
- FINRA Series 7 and 66 registered
- Accredited Investment Fiduciary (AIF)
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.