Mary Berk, CPC

Mary Berk is a senior consultant and plan design specialist with SageView Advisory Group, focusing on matters of plan design, compliance, investments, and plan provider search & analysis.

She is a Certified Pension Consultant (CPC^®) with the American Society of Pension Professionals & Actuaries.

Mary joined MJM401k in 2015 and moved to SageView when MJM401k was acquired. Prior to 2015, Mary fulfilled many roles across the retirement plan spectrum, including ERISA paralegal, technical and compliance manager for both national and local TPAs, and as product representative with more than thirty years of industry experience.