Shelly Schaefer, QPFC

Shelly serves as a Vice President, Retirement Plan Consulting for SageView Advisory Group based out of the Milwaukee, Wisconsin office. With over 20 years of industry experience, she is responsible for consulting with plan sponsors on the selection of vendor platforms, plan implementation decisions, plan administration and design changes, fee and design benchmarking, employee enrollment/education campaigns, investment monitoring and investment policy statement management. 

Shelly is passionate about helping plan sponsors create and administer retirement plans that will allow their participants to be retirement ready. Her primary focus is on ERISA Corporate retirement plans, including 401(k), 403(b), ESOP and Defined Benefit Plans.

Shelly was recognized in 2015 by the National Association of Plan Advisors (NAPA) on their inaugural MVP list of Top Women Advisors*.

Shelly earned a bachelor’s degree in Business Management from Ripon College. She holds the Qualified Plan Financial Consultant designation. She is an active member of Wisconsin Retirement Plan Professionals, Ltd. and Women in Pensions Network, where she regularly speaks at local and national events.

*2015 Top Women Advisors issued by NAPA. Applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners, then vetted by a blue-ribbon panel of senior advisor industry experts & a broker-check review. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award