Sageview Advisory Group - Understanding the Value of a 401(k) Plan

Includes a Live Web Event on 02/06/2025 at 2:00 PM (EST)

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Learn the basics of a 401(k) plan and how it can drive business growth, provide tax benefits, and help achieve financial goals. A 401(k) benefits both employers and employees: Employees can save for retirement with pre-tax contributions, reducing taxable income while building financial security; employers can offer a benefit to help attract and retain talent. Gain tax advantages through pre-tax contributions and retirement plan tax credits, which are aimed at offsetting setup costs. In addition, administrative costs are minimal, and ongoing operations are managed by providers. Learn how this powerful tool supports your business and employees.

Sarah Parker, AIF®, CPFA®, NQPCTM

Investment Advisor

Sageview Advisory Group

Sarah Parker is a highly experienced institutional investment advisor with more than 17 years of expertise serving for-profit and not-for-profit clients. Her specialties include investment oversight and design, alternative investments, ESG implementation, ERISA compliance, vendor management, managed accounts and financial wellness. Parker helps plan sponsors create modern offerings to attract, retain and educate employees. She was recognized as a NAPA Top Female Advisor in 2024. As a 3(21)/3(38) fiduciary, Parker supports qualified and non-qualified plans, including 401(k), 403(b), cash balance, and defined benefit plans, while also working as an investment consultant for endowments, foundations and health care organizations.