Viewpoint Newsletter


Viewpoint Q1 2021

Viewpoint Q1 2021

March 2021

  • DOL Rules Fiduciary PTE will stand
  • SageView Foundation Spotlight: Akilah Institute
  • Pandemic widens retirement preparedness gap for women
  • Recent EBRI studies on student loan debt and household debt levels
  • Upcoming Compliance reminders
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Viewpoint Q4 2020

Viewpoint Q4 2020

November 2020

  • DOL Publishes Final ESG Rule
  • SageView Moves Headquarters to Newport Beach
  • SageView Foundation Spotlight: Women for Women International
  • NAPA Awards Top Women Advisor Recognition to SageView Consultants
  • Employer-Based Financial Wellness Matures in 2020
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