SageView Expands into Executive Benefits

June 1, 2011 ( - Bo Lee and Matt Maier have joined SageView Advisory Group as part of a new venture to expand the firm’s services into the executive benefits arena.  

According to a press release, SageView’s Executive Benefits practice aims to help companies attract, retain, and motivate their executives with non-qualified plans. Lee and Maier hope to provide more of what plan sponsors and participants want, advocating in a new approach that adheres to an integrated benefit planning concept and allows benefits to be obtained through one adviser, the announcement said.  

Lee has worked closely with public and private companies to design and implement compensation and benefits programs used to attract, reward, and retain key employees. Prior to joining SageView, he served as Vice President, Consultant with Retirement Capital Group, and has 15 years of experience in the executive benefits industry providing consultations to a variety of organizations.  

Lee’s consulting expertise includes nonqualified benefit plan design, benefit security, informal funding, investment management and administration. He graduated from the University of California, Los Angeles with a B.A. in Economics and holds various securities registrations. 

Maier has more than 12 years of experience in the financial service industry, specializing in qualified and nonqualified benefits for both public and privately held companies in a variety of industries. He previously led the Chicago branch office for Retirement Capital Group, where he oversaw the consulting practice that specialized in the design and implementation of executive-level benefit programs. 

Prior to RCG, Maier served as a consultant for The Cochlan Group and PricewaterhouseCoopers.  He is a graduate of Illinois State University, with a degree in International Business, with a concentration in Marketing. 


-Sara Kelly