Hagy has more than seven years of experience in retirement plan consulting. Before coming to Assurance, Hagy worked for a retirement-focused consulting firm, where she helped mid-market plan sponsors optimize their retirement programs and remain in compliance.
Hagy specializes in helping plan sponsors navigate the challenges of fiduciary responsibility, and she will have a dedicated support team that focuses on meeting high standards for client service. Her department addresses plan fee and design benchmarking, investment guidance, compliance support, education strategies, and overall plan sponsor best practices. She will be based in the firm’s new location in downtown Chicago.
Hagy holds a bachelor’s degree in philosophy from the University of St. Thomas, as well as FINRA Series 6, 63 and 65 licenses, and an Illinois insurance license. She is pursuing an accredited investment fiduciary (AIF) designation.