Sarah helps business owners and plan sponsors develop high-quality retirement plans for themselves and their employees. Over the last decade, she’s consulted with hundreds of businesses to get their retirement plans on the right track.
She started her career at Jefferson National and has consulted with plan sponsors at ADP and Mariner Wealth Advisors. She is certified as a Professional Plan Consultant (PPCTM).
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Tax Savings Guide for Business Owners
Provider Evaluation Checklist
The 401(k) Plan Cost Guide
As an employer offering a 401(k), you have a fiduciary responsibility to make sure your plan’s fees are reasonable.
Fund Lineup Checklist
Quickly audit your fund lineup with this checklist
One of our 401(k) business specialists would love to talk to you about your company's retirement plan needs.