Coelho is responsible for the delivery of quality retirement plan solutions to mid- and large-sized organizations and provides navigation for employers to maximize results and to mitigate their fiduciary liability. He assists plan sponsors and their participants in reaching their retirement goals, using SageView’s proprietary analytical tools.
Tarjan’s primary focus includes providing 401(k) employee educational meetings in Spanish and English, facilitating plan conversion and implementation, ongoing participant customer service, plan management and retirement industry best practices. She has extensive experience with administration detail and plan operation.
According to a press release, with more than 15 years in the retirement plan industry, Coelho has served the needs of many generations of clients in the areas of Wealth Services and Corporate Benefits. Prior to joining SageView, he worked as Director of Retirement Services at a firm founded by his father in 1953.
Coelho graduated from Baylor University and has attained the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies at the University of Pittsburgh.
Tarjan has worked exclusively in the 401(k) industry for over 17 years, including with Guardian Life Insurance Company, Automatic Data Processing (ADP), Fluor Daniel, and Bankers Trust.She earned a Bachelor’s Degree in Business Administration from Loyola Marymount University in Los Angeles, California.