Ann Cheu is a Vice President, Retirement Plan Consulting for SageView Advisory Group out of the San Francisco/Bay Area office. Her focus is working with plan sponsors to develop, deliver, and implement industry leading retirement plan solutions. Advising clients on plan design, investment due-diligence and overall fiduciary management are her primary responsibilities.
Prior to joining SageView, Ann was a Retirement Plan Advisor at Precept Advisory Group working with Northern California clients. During her tenure at Precept she managed over 20 corporate relationships, working with plan sponsors ranging in size from $2m to $550m. She was responsible for relationship building, development, and delivery of retirement plan and investment reviews, formation of plan committees, compliance and fiduciary assistance, investment due-diligence, and plan design. Prior to Precept, she spent 12 years at Mercer Investment Consulting both in Southern and Northern California servicing large institutional clients.
Ann graduated from California State University Northridge, with a B.S. in Business Administration. She also holds the Certified Retirement Counselor (CRC) certification.