Jeff Gratton has delivered of quality retirement plan solutions to mid and large sized organizations for over 15 years. He is passionate about partnering with plan fiduciaries to mitigate risk by assisting with fiduciary oversight, investment selection and monitoring, and plan design. Jeff uses SageView’s proprietary analytical tool to deliver a first-class retirement program to plan sponsors and their participants.
Jeff graduated from the University of Missouri with a BS in Business Administration, graduated in 2007 from Rockhurst University’s Executive Fellows MBA program, and holds the Certified 401k Professional designation from The Retirement Advisor UniversityTM at UCLA Anderson School of Management Executive Education.
Jeff is often quoted in various publications and speaks frequently at industry events across the country regarding current retirement plans trends and plan fiduciary risk mitigation. In 2009 and 2010 Jeff was names as one of the “Most Influential Retirement Plan Advisors in the Nation” by The 401(k) Wire* and also the “Most Successful Retirement Plan Advisors” in each year from 2009 to 2013 by PlanAdvisor Magazine*.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.