Matt Gulseth Email and Phone Number
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I have been serving organizations since 1998 and I am a managing director at SageView Advisory Group. My primary role is to help organizations improve employee outcomes in their retirement plans with less effort and less cost while managing risk for the plan sponsor. I help companies apply powerful behavioral finance strategies and I am frequently asked to speak at national industry conferences. I also serve on a number of advisory boards in the industry. Retirement Plan Services• Plan Outcome and Plan Success Analysis • Improving Participation and Savings Rates• Employee Communication and Education Design• Utilizing Safe Harbors from the Pension Protection Act • Target Date Portfolio Selection and Monitoring• Investment Monitoring and Benchmarking• Retirement Plan Benchmarking & Fee AnalysisSpecialized Education• Juris Doctorate, University of Minnesota Law School• Bachelor of Science, University of North Dakota• CERTIFIED FINANCIAL PLANNER™ professional• Licensed Patent Attorney before the US Patent and Trademark Office. I grew up in North Dakota and Minnesota and I am familiar with techniques to stay warm in cold windy weather. I prefer to transport myself on motorcycles as much as possible.Specialties: 401(k) advisor; 401(k) investment fiduciary; 401(k) employee advice; 403(b) advisor; 403(b) investment fiduciary; 403(b) employee advice; pension plans; defined benefit terminations, fiduciary services to plan sponsors; plan cost analysis; vendor benchmarking; investment selection and monitoring; efficient management of request for proposal process; executive financial planning.
Sageview Advisory Group
View- Website:
- sageviewadvisory.com
- Employees:
- 125
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Managing DirectorSageview Advisory Group Jan 2022 - PresentMinneapolis, Minnesota, United States
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PartnerChannel Financial Jul 2007 - Dec 2021Greater Minneapolis-St. Paul Area401(K) and 403(b) Retirement Plan ServicesAdvisory services offered through Resources Investment Advisors, Inc. ("RIA"), an SEC-registered investment adviser. Securities offered through Triad Advisors, member FINRA/SIPC. Resources Investment Advisors and Channel Financial are not affiliated with Triad Advisors. -
Qualified Plan Team LeaderBaker Tilly Virchow Krause, Llp Jan 2001 - Jul 2007Retirement Plan Consultant and Personal Investment Advisor -
Retirement Plan Consultant And Investment AdvisorAlta Financial Advisors Aug 1998 - Dec 2000
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New Product Development AssociateW. L. Gore & Associates Aug 1994 - Aug 1998 -
AttorneyKinney & Lange, P.A. 1992 - 1994Registered Patent Attorney and Litigator
Matt Gulseth Skills
Matt Gulseth Education Details
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Engineering Management
Frequently Asked Questions about Matt Gulseth
What company does Matt Gulseth work for?
Matt Gulseth works for Sageview Advisory Group
What is Matt Gulseth's role at the current company?
Matt Gulseth's current role is Managing Director.
What is Matt Gulseth's email address?
Matt Gulseth's email address is mg****@****ial.com
What is Matt Gulseth's direct phone number?
Matt Gulseth's direct phone number is +176323*****
What schools did Matt Gulseth attend?
Matt Gulseth attended University Of Minnesota Law School, University Of North Dakota.
What skills is Matt Gulseth known for?
Matt Gulseth has skills like Investments, 401k, Investment Advisory, Investment Strategies, Retirement Plan Consulting, Retirement Plans, Deferred Compensation, Fiduciary Liability, Financial Planning, Registered Investment Advisor.
Who are Matt Gulseth's colleagues?
Matt Gulseth's colleagues are Larkin Walsh, Aif®️, Andrew Ness, David Shnapek, Richard Palmer, Clint Campbell, Cfa®, Cfp®, Cpwa®, Janet Josselyn, Aif®, Steven Edwards.
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