Susan L. Hajek serves as a Retirement Plan Consultant in the Austin, Texas office. Susan's role is to assist clients with plan design, benchmarking, vendor management, investment reviews and ongoing plan operation. Her expertise lies in fiduciary and plan operational and recordkeeping best practices, fiduciary risk management, technical plan knowledge, problem resolution and enhancing the participant experience.
Susan was recognized in 2015 by the National Association of Plan Advisors (NAPA) on their inaugural MVP list of Top Women Advisors.* This honor is based on NAPA's nomination and qualification process, including voting by plan sponsor clients and industry peers.
Prior to joining SageView, Susan served in various senior management positions with national as well as regional retirement firms, most recently with SunGuard. graduated from Truman State University and also obtained a MBA from Fontbonne University. Susan holds several securities registrations and has obtained a QKA, Qualified 401(k) Administrator designation and a QPFC, Qualified Plan Financial Consultant designation, both from ASPPA. Susan's professional memberships/affiliations include; ASPPA: NAPA: President-Elect of the ASPPA Benefits Council of Central Texas; WIPN, Women in Pensions Network. She is also a Registered Representative of Cetera Advisor Networks.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.