Bob Trethewey ensures the delivery of quality retirement planning service to SageView clients. Advising clients on plan design, compliance and in-depth investment consulting issues, Bob analyzes retirement program performance and determines the most effective way for clients’ employees to maximize their benefit. He is knowledgeable in the specifics of ERISA and how its laws apply to retirement plans. His experience includes Profit Sharing/401(k) plans, Defined Benefit plans, Money Purchase Pension plans, 403(b) plans, 457 plans and Nonqualified/Deferred Compensation plans across for-profit, not-for-profit and government sponsored entities.
While mergers and acquisitions present a unique set of challenges, Bob is well-experienced in the details associated with these transactions and works to develop the most beneficial plan of action for the client and its employees. Before joining SageView, Bob was responsible for running the eastern U.S. region of retirement consulting services for Willis North America. Prior to that, he was a part of the institutional trust sales team of SunTrust Bank in Baltimore, MD and also served on the new business development team for Wachovia Bank in Raleigh, N.C.
Bob earned a B.S. in Finance and Business Administration from Miami University. He holds various securities registrations.