Will Posch is a Retirement Plan Consultant for SageView Advisory Group located in the San Francisco office. His primary focus is to develop and implement Plan Sponsors and their Participants with solutions and industry best practices. Specifically, Will advises his clients on investment due diligence, fiduciary management, initial & on-going Plan design and mergers & acquisitions. Additionally, Will works with Plan Participants providing education and one-on-one investment guidance. His focus is on investment management and participant education.
Prior to joining SageView, Will was working with an independent Bay Area Pension consulting firm. He has over 20 years in the financial services industry and 10 years specifically in retirement consulting. He has worked with both large plans and those just starting up and has extensive experience with 401(k) Record Keepers.
Will received a B.A. in History from San Francisco State University, holds the FINRA series 7 & 66 securities registrations. He is also a holder of an Accredited Investment Fiduciary designation, (AIF®).