Jon Chambers, CPFA
Jon Chambers is a Managing Director at SageView, with 28 years of retirement plan industry experience. He specializes in the analysis, design and implementation of investment programs for retirement plans, helps plan sponsors develop efficient and successful plan administrative structures, and assists plan fiduciaries in fulfilling their responsibilities and mitigating their risk. Jon is a nationally recognized expert on 401(k) fee structures. He has met with officials from the Securities and Exchange Commission (“SEC”), the Government Accountability Office (“GAO”) and the Department of Labor (“DOL”) to discuss regulations relating to 401(k) fee disclosure, and testified before the U.S. House of Representatives Committee on Education and Labor on this issue.
Prior to joining SageView, Jon was a principal at the investment consulting firm Schultz Collins Lawson Chambers, Inc., and a Senior Retirement Plan Consultant at Coopers & Lybrand.
Jon has written numerous articles on retirement plan investing, and has served on the editorial board of the Compensation and Benefits Management Monthly. His articles have been published in the Journal of Financial Planning, Employee Benefit Plan Review, Journal of Pension Benefits, and Profit Sharing. He has also been quoted on retirement plan topics in Pensions & Investments, Global Finance, the Wall Street Journal San Francisco Chronicle, San Jose Mercury News and San Francisco Business Times, and was featured on Bay Area television news regarding trends in retirement plans.
Jon graduated from the University of California, Berkeley with a BA degree in Economics with departmental and college honors. He is a member of the San Francisco Chapter of the Western Pension & Benefits Council (WP&BC), Plan Sponsor/401(k) Council of America (PSCA), and the American Society of Pension Professionals and Actuaries (ASPPA). He is a past president of the WP&BC and served on its Executive Board for several years. He is also a frequent speaker at industry conferences including WP&BC, ASPPA, and PSCA events.
Jon Chambers is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Jon is no way related to Cetera Advisor Networks LLC or its registered representatives.