Scott Ondek is a Retirement Plan Consultant based out of SageView’s Woodside, CA office. He works with Plan Sponsors to help them navigate the everchanging landscape of retirement plans by consulting on the latest trends in plan design, supporting compliance testing, educating participants, all while helping Plan committees make well-informed decisions. He began working in the financial and retirement industry in 2009, most recently as a Senior 401(k) Advisor at Sequoia Consulting Group, where he advised on the firm’s largest retirement plans.
Prior to his work in Retirement Plan Consultation, Scott worked on the personal side of Financial Services, supporting households on their retirement, college planning, savings, and life insurance needs. Scott is passionate about helping and educating people to the best of his ability, no matter how much time it takes. He wants to help all of his clients understand plan design, especially the more custom options that plan sponsors need to consider to keep their plan competitive. When Scott is not educating his clients, he is learning how to be a new dad for his first daughter, Abbie, who was born in August of 2020. He loves spending time with his family, while staying active by playing hockey.
Scott has been recognized on NAPA’s (National Association of Plan Advisors) list of Top Retirement Plan Advisors Under 40. He has a bachelor’s degree in Business Administration, Financial Management from Cal Poly, San Luis Obispo and holds the Accredited Investment Fiduciary (AIF®) designation from Fi360.