Casey has 19 years of experience delivering retirement plan consulting services to corporate and not-for-profit plan sponsors, the firm says. In her new role as retirement plan consultant with SageView, Casey will be a lead contact for new clients choosing to work with the firm. She will also drive vendor requests for proposals (RFPs) and focus on strategic plan design and tactical delivery of retirement benefits for plan sponsor clients.
Casey will also participate on the firm’s investment committee. Stephen R. Popper, the managing director of SageView’s Boston office, says Casey “brings a wealth of knowledge and experience … that will enable our client’s retirement plan committees to make knowledgeable, sound decisions that can stand the test of time.”
Casey’s background includes recordkeeping, employee education, implementation, compliance and consulting at Fidelity, Tofias, Sentinel Benefits and MMA-New England, formerly the Bostonian Group. She earned a bachelor’s of science in finance from Bentley College and a master’s in arts from UMass Boston. She holds multiple securities registrations, is a qualified 401(k) administrator and an accredited investment fiduciary.