Sarah Parker is a lead Retirement Plan Advisor based out of Cleveland, Ohio. She works with both for-profit and not-for-profit clients with deep expertise in investment oversight and due diligence, ESG implementation, capital markets, ERISA, target date funds, fee benchmarking, retirement income, vendor selection and oversight, managed accounts, and participant services.
Sarah’s passion and expertise for the industry aids plan sponsors in creating a modern investment menu and plan offering designed to attract, retain, and educate participants. In her prior role, she led the oversight of a $10 billion defined contribution practice and was awarded the NAPA Top DC Advisor Team in 2022.
Sarah has over 15 years of experience as a 3(21)/3(38) fiduciary with both public and private retirement plans ranging in size from start-ups to over $1 billion. She has acted as co-fiduciary for qualified and non-qualified plans, including 401(k), 403(b), 401(a), 457, and Defined Benefit Plans.
In addition, Sarah’s expertise includes investment consulting and OCIO for Endowments and Foundations and Healthcare Organizations.
Education and Professional Credentials
Master of Business Administration, Weatherhead School of Management, Case Western Reserve University
B.S. Finance, Magna Cum Laude, Cleveland State University
Accredited Investment Fiduciary (AIF®)
Series 65