Coelho takes on the role of Managing Director and will be responsible for the delivery of retirement plan solutions to mid- and large-sized organizations. He will help employers mitigate their fiduciary liability, as well as assist them and their participants in reaching their retirement goals, the company said.
Coelho has been in the retirement plan industry for more than 15 years, specializing in wealth services and corporate benefits. Prior to joining SageView, he worked as Director of Retirement Services at a firm founded by his father in 1953, according to SageView. He graduated from Baylor University and holds the Accredited Investment Fiduciary (AIF) designation.
Tarjan will be a Retirement Plan Relationship Manager, focusing on 401(k) employee educational meetings in Spanish and English; facilitating plan conversion and implementation; ongoing participant customer service; plan management; and retirement industry best practices. SageView says she has extensive experience with administration detail and plan operation. She has a Bachelor’s Degree in Business Administration from Loyola Marymount University in Los Angeles.