Hagy specializes in helping retirement plan sponsors navigate the challenges inherent to their fiduciary responsibilities, according to the firm. At Assurance, she will have a dedicated support team that focuses on improving and maintaining high client service standards.
Specifically, Hagy will provide client support on plan fee and design benchmarking, investment guidance, compliance, education strategies and overall plan sponsor best practices.
Hagy brings more than seven years of experience in retirement plan consulting to Assurance. Previously, she worked for a retirement-focused consulting firm, where she helped mid-market plan sponsors optimize their retirement programs and remain in compliance with Internal Revenue Service and the Department of Labor regulations.
Hagy graduated from the University of St. Thomas with a bachelor’s of arts degree in philosophy. She holds Series 6, 63, and 65 licenses from FINRA, as well as an Illinois insurance license. She is currently pursuing the accredited investment fiduciary (AIF) designation and will be based out of Assurance’s new downtown office location in Chicago.
More information about the firm’s retirement plan services team is available at www.assuranceagency.com.
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