Susan L. Hajek, MBA, QPFC
Vice President, Retirement Plan Consulting
Susan L. Hajek serves as a Vice President, Retirement Plan Consulting 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. She 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.
*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.
*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.