Stacy Walters is a Relationship Manager in SageView’s West Palm Beach, Florida office. Stacy’s primary focus is to help clients manage their qualified and nonqualified retirement plans, including 401(k) plans, 403(b) plans and various other defined contribution and defined benefit plans. She interfaces with many providers and internal partners to strengthen the overall client experience with SageView.
Stacy began working in the financial and retirement industry in 1993. For most of her career, she has served as a Relationship Manager in the retirement industry. As such, Stacy served as the plan sponsor’s advocate by delivering relevant solutions that help clients respond to fiduciary challenges and industry trends. She has extensive experience with helping organizations meet their fiduciary responsibilities, assisting with plan design and operational issues and creating educational programs to help employees meet their retirement and financial objectives. The services Stacy has provided are aligned to the key principles of strategic retirement plan management. During her career, Stacy expanded her knowledge in the retirement space by working for a large company in the Human Resources Department serving as their 401(k) Plan Administrator.
Stacy graduated Summa Cum Laude from Bellevue University in Professional Banking Operations and Leadership. She has earned the Accredited Investment Fiduciary (AIF) designation from the fi360 organization and the Qualified 401(k) Administrator (QKA) professional designation through the American Society of Pension Professionals and Actuaries (ASPPA).