Jimmy McDonald
Managing Director at SageView Advisory -- 401k Advisory & Pension Consulting
- Role
- Managing Director at Sageview Advisory Group at Sageview Advisory Group
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Jimmy McDonald
My passion is about helping organizations improve employee outcomes in their retirement plans with less cost and less effort, while managing risk for the plan sponsor. My path has been guiding employers through the fiduciary responsibilities they must navigate in offering retirement strategies to their people. Essentially, I take on role similar to a Chief Retirement Officer to help our clients create a comprehensive retirement program for their organization, while they can focus on their business. I will also develop group and/or 1on1 retirement plan coaching programs for their employees which includes behavioral finance applications. This in effect develops personalized retirement savings goals, a direct measure for the Retirement Readiness Index at the employer level. Most employees find themselves to be \'accidental investors\' and need assistance to pursue their financial goals in order to attain a confident & comfortable retirement.Specialties: Retirement Readiness Index development, fiduciary responsibility with written acceptance, behavioral finance applications, wealth management, financial planning, model portfolio development, 1on1 consulting to employees in accumulation stage & in retirement income prep stage, DALBAR Registered Fiduciary.Securities offered through Cetera, member FINRA/SIPC. Advisory services offered through SageView Advisory Group, an SEC-registered investment adviser.
Experience
Managing Director at Sageview Advisory Group
Jan 2022 — Present
Education
University of St. Thomas
MBA, Marketing
1989 — 1991
University of South Dakota
Bachelor of Science (BS), Finance and Financial Management Services
1979 — 1983
Mitchell Senior High
High School Diploma
1975 — 1979
Skills
- Pensions
- Erisa
- Retirement Solutions
- Retirement
- Trust Services
- Mutual Funds
- Plan Design
- Wealth
- Retirement Planning
- Executive Compensation
- Defined Benefit
- Esop
- 401k
- Wealth Accumulation
- Deferred Compensation
- Roth Ira
- Profit Sharing
- Retirement Income Strategies
- Investments
- Employee Benefits
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