Justin Bogart is a Retirement Plan Consultant for SageView Advisory Group’s Florida practice. His primary focus is helping plan sponsors provide effective retirement plans that help their employees prepare for retirement.
Justin’s experience includes work with both qualified and non-qualified retirement plans including 401(k) plans, 403(b) plans and various other defined contribution and defined benefit strategies. His responsibilities include advising clients on meeting fiduciary responsibilities, plan design, compliance, in-depth investment consulting and retirement planning issues.
Justin joined SageView in October of 2011. Prior to that, he had been with AUL Retirement Services for eight years acting as a Client Services Manager for Florida. He has 13 years of industry experience.
Justin received a Bachelor’s Degree in Finance from Kansas State University. He is also a member of the American Society of Pension Professionals and Actuaries (ASPPA). Justin holds the Qualified Plan Financial Consultant (QPFC) designation and the Certified Investment Management Analyst (CIMA) designation. He is also a member of Investment Management Consultants Association (IMCA).