Deals & People March 11, 2014

SageView Names Chief Marketing Officer

Jeff Gratton, a managing director at the independent retirement advisory firm SageView, has been promoted to the role of chief marketing officer.
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The firm says Gratton will continue in his role as managing director of SageView’s Minneapolis office, where he supports about 60 plan sponsors of large and mid-sized organizations by assisting with fiduciary oversight, investment selection and monitoring, and plan design. In the expanded role as chief marketing officer, Gratton takes on the additional responsibility of directing company-wide marketing strategies. He will also fulfill national speaking engagements and lead recruiting efforts for the firm.

“Our goal is to continue to build a corporate brand that delivers new opportunities, leverages our position in the retirement industry and resonates with our clients,” explains Randy Long, SageView’s founder and CEO.

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Since joining SageView, Gratton has worked on many of the firm’s marketing and business development initiatives, such as promoting the firm’s 3(38) fiduciary protection and participant advice services. Gratton has also worked closely with outside partners to cross-sell SageView’s various retirement and financial services.

Gratton received a bachelor’s degree from University of Missouri and earned an M.B.A. from Rockhurst University. He holds the Qualified 401(k) Administrator designation from the American Society of Pension Professionals & Actuaries and the Certified 401(k) Professional designation from The Retirement University/UCLA Anderson School of Management Executive Education.

More information about SageView is available at www.sageviewadvisory.com.

Deals & People March 11, 2014

Cornerstone Adds to Client Relations Staff

Chris Basse joined Cornerstone Retirement Advisors as a client relationship manager tasked with supervising and improving overall customer experiences for firm clients.
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Basse has 16 years of experience in the retirement services industry across roles that have focused on helping plan sponsors provide more robust retirement plans for their employees. He has also worked directly with participants to ensure they understand and take advantage of retirement plan features.

Before joining Cornerstone Retirement Advisors, Basse worked as a mid-market client relationship manager for the New England territory at Great-West Retirement Services, where he serviced 401(k) clients with plan assets ranging up to $45 million. Previously, he worked at Principal Financial Group as a 401(k) account executive and, prior to that, held positions at Putnam Investments in defined contribution plan operations, conversions, and participant services.

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Jim Sampson, managing principal of Cornerstone Retirement Advisors, says Basse will also be called upon to advocate for the firm’s corporate clients and represent their employees’ best interests.

Based in Warwick, Rhode Island, Cornerstone Retirement Advisors provides retirement plan consulting and advisory services for small- and mid-sized companies’ 401(k), 403(b) and profit-sharing plans.

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