Edward A. Wagner

As Managing Director, Retirement Plan Consulting, Edward leads a team of retirement plan professionals that provides comprehensive consulting services to a diverse group of clients.  Key areas of focus include fiduciary oversight & governance, investment due diligence, plan design consulting, vendor management, and employee education.  The team’s ultimate goal is to protect the client’s fiduciary interests while promoting financial wellness, and helping to prepare employees for retirement.  Edward believes having a firm understanding of the regulatory environment, deploying dedicated subject matter experts, and having a strong commitment to finding efficiencies in the marketplace are all key factors in helping his clients build effective and successful retirement plans.

Edward’s primary focus is on defined contribution and defined benefit plans for both for-profit and not-for-profit entities.

Throughout his 18 years of industry experience, Edward has spent eleven years as Managing Director for SageView Advisory Group, five years as a Financial Consultant for Smith Barney, and two years as a Financial Consultant for Merrill Lynch.

Education and Achievements:

• BS in Business Administration, Management from Portland State University
• Insurance professional license for life and variable contracts (multiple states)
• PlanAdvisor Top 100 Retirement Plan Advisor* for 2014, 2015, 2016, and 2017

*2014 – 2017 Top 100 Retirement Plan Advisers issued by Planadviser. Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.