SageView Adds Three Investment Analysts

 

SageView Advisory Group announced Melissa Burley, Arley Reyes and Bijan Khairollahi as the newest members of its investment team.

 

 

Burley will be responsible for providing detailed analysis of investment options and helps support the firm’s managing director of Investment Research. Before joining SageView, Burley worked for DoubleLine Capital as an understudy for the lead fixed-income portfolio manager. Burley earned a bachelor’s degree in business economics from the University of California at Santa Barbara. She holds the series 7 registration.

Reyes’s main focus is fund performance analysis and investment selection. He contributes to SageView’s private wealth division in the modeling of asset-allocation strategies and due diligence of alternative investment vehicles. Reyes was previously with PricewaterhouseCoopers National Tax Strategy team, the San Francisco Federal Reserve Bank forecast team, and most recently UBS Wealth Management Americas. He received a bachelor’s degree in economics from California State University at Long Beach.
 

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Khairollahijoins the company’s Southeast region. He brings a broad range of experience in the retirement plan industry. Previously, Khairollahiworked as a pension analyst for defined benefit plans with an actuarial and consulting firm in Scottsdale, Arizona. He also worked as a plan administrator for Retirement Plan Consultants, Inc. Khairollahigraduated from East Tennessee State University with a bachelor’s degree in mathematics and statistics, and studied international finance at Copenhagen Business School in Denmark.

 

 

DOL Hosts Fiduciary Responsibilities Seminar in Dallas

The Department of Labor (DOL) is hosting “Getting It Right – Know Your Fiduciary Responsibilities” in Dallas on May 22.

Topics include: 

  • Understanding your plan and your responsibilities; 
  • Carefully selecting and monitoring service providers; 
  • Making contributions on time; 
  • Avoiding prohibited transactions;  
  • Making appropriate disclosures to plan participants; and  
  • Filing annual reports to the government on time. 

The seminar is free and open to the first 90 registrants.  Registrations should be submitted by May 11.  

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More information is available here.

 

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