Erica Washburn is a Retirement Plan Consultant with SageView Advisory Group, located in Boston, MA. She joined SageView in 2011 and has over 12 years of financial services industry experience, with a focus on employer sponsored retirement plans.
Erica works with both for-profit and not-for-profit clients, assisting with plan reviews, recordkeeping relationships and facilitating requests for proposals for both investments and recordkeeping services. Erica 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. Prior to joining SageView, Erica spent four years at a local employee benefits consulting firm in a similar role on their retirement services team. During her tenure, she helped provide client service and helped design and install retirement programs in the not-for-profit market place.
Erica received her BS in Business Administration, Finance from Bryant College in Smithfield, RI and holds multiple securities registrations. She has also earned the Accredited Investment Fiduciary and Qualified Plan Financial Consultant designations.