Taylor Ulrich

Taylor Ulrich is a Relationship Manager supporting Plan Sponsor clients out of SageView’s Newport Beach, California office. Her primary role is to serve as the day-to-day client contact for retirement plan management and administration. Her primary expertise lies in qualified retirement plans, mergers and acquisitions, and compliance complexities. Additionally, Taylor is an experienced project manager and implements workflow strategies for a variety of tasks related to implementation, plan design and vendor RFPs.

Taylor joined SageView in 2016 as an intern and spent time working with the national RFP team and Practice Management team before transitioning to her current role as a dedicated a client management resource.