Panfilo (Phil) has been in the retirement plan industry for over 30 years, during which he has implemented over 500 401(k) plans, guided clients through mergers and acquisitions and helped clients through their IPOs. His expertise in plan design, compliance, investments, and employee education offers clients a unique perspective on comprehensive solutions for their retirement plan needs.
Phil is based out of the SageView office in Woodside, CA and works directly with plan sponsors, guiding them to make smart, well-informed decisions about their retirement plans, and designing education strategies to help participants feel confident in the choices they make for their financial futures.
Prior to joining SageView, Phil was a Retirement Plan Consultant at Sequoia Consulting Group, responsible for developing new business and supporting clients with their fiduciary responsibilities. Before that, he worked at ADP, Union Bank and CNA Trust in various retirement planning roles.