Brian Mahoney is a Retirement Plan Consultant in SageView’s Boston, MA office. He works with both for-profit and non-profit clients, assisting with plan reviews, recordkeeping relationships and facilitating requests for proposals for both investments and recordkeeping services. Brian partners with his clients to ensure their retirement plans are aligned with the organization’s culture and philosophy to help their participants plan for a successful retirement.
Brian has 20 years of retirement benefit experience, both in recordkeeping and as a plan sponsor, with a focus on employer-sponsored retirement plans. Prior to joining SageView, he was the Retirement Plan Administrator for Boston Children’s Hospital, overseeing their fund line-up consolidation amongst other projects. Brian also previously worked at MassMutual as a consultant on their Regulatory Advisory Services team.
A graduate of St. Anselm College in New Hampshire, Brian received his Bachelor of Arts in Business, and holds the Accredited Investment Fiduciary (AIF®) designation from Fi360.