Matt Gulseth Email & Phone Number

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.

Listed skills include Investments, 401K, Investment Advisory, Investment Strategies, and 6 others.