Wayne Roth is a Retirement Plan Consultant for SageView Advisory Group based out of Denver, Colorado. Wayne assists plan sponsors with all facets of plan management including well-defined service models, guidance with investment consulting, monitoring, and evaluation. In addition Wayne works as a technical consultant on plan design, mergers & acquisitions, participant education programs and helps plan sponsors manage their fiduciary obligations associated with qualified retirement plans. Wayne has over 14 years of diverse retirement plan and financial services experience.
Prior to joining SageView, Wayne served as a Senior Associate for Mercer’s Defined Contribution Team. Wayne was responsible for new business development, plan consulting, vendor management and client services. Prior to Mercer, Wayne worked as Director Worksite Distribution, Retirement Services Division at MassMutual. He was responsible for developing and overseeing a national team of financial professionals who provide education and financial solutions to defined contribution clients and their participants. Before that Wayne worked for the Principal financial Group, Managing the Worksite Solutions program, where he was responsible for the development and creation of new field education programs to gather, expand and extend client relationships through a consultative approach (i.e. Retire Secure & Work Secure). The end result was a highly effective streamlined program that is a viable business channel today.
Wayne majored in Interdisciplinary Studies with an emphasis in Finance at Adams State College and was an accomplished Collegiate All American athlete. He currently holds the Series 7, 66, 63, 24 securities registrations and Life, Health and Variable Annuity Insurance licenses.