NEWPORT BEACH (May 13, 2025) SageView Advisory Group (“SageView”), one of the nation's leading independent RIA firms, presented the 13th Annual Retirement Plan Service Provider Excellence in Client Service Awards at the firm's Annual National Conference in March.
“Each year we recognize relationship managers for their superior commitment and exceptional service delivery to our shared Plan Sponsor and individual wealth management clients,” said John Longley, SageView’s CEO. “We are grateful for the attention they provide and for creating a collaborative environment that benefits everyone.”
The 2025 recipients are:
Jonathan Hunt, from Transamerica, as nominated by Kasi Boyles, Vice President, Retirement Plan Consulting.
Kasi said, “Jon has been exemplary in his service to the two clients we share. Jon coordinated a complex plan transition and created a collaborative environment for us all to work together seamlessly.”
Jason Wright, Vice President, Managing Director at Fidelity Investments, as nominated by Ann Cheu, Vice President, Retirement Plan Consulting.
Ann said, “Jason puts the client first, while being a strong team player with SageView. It’s not unusual for us to finish each other’s sentences.”
Judy Muehlbauer, Senior Consultant at Retirement Learning Center, as nominated by David Shnapek, SVP, Retirement Plan Consulting.
David said, “Judy is an invaluable resource with exceptional technical and industry expertise. She consistently provides clear, concise explanations of complex issues and is someone you can always rely on for insightful guidance.”
Jesse Nichols, Business Development Director at Envestnet, as nominated by Eric Weissman, Senior Wealth Advisor.
Eric said, “Jesse is always trying to solve problems that arise and is an excellent partner for our wealth advisors and home office.”
About SageView Advisory Group
SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the US Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans, and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.
