Profil
Mr. Jon C.
Chambers is a Managing Director at SageView Advisory Group LLC.
He has over 28 years of retirement plan industry experience.
He specializes in the analysis, design and implementation of investment programs for retirement plans, helps plan sponsors develop efficient and successful plan administrative structures, and assists plan fiduciaries in fulfilling their responsibilities and mitigating their risk.
He is a nationally recognized specialist on 401(k) fee structures.
He has met with officials from the Securities and Exchange Commission, the Government Accountability Office and the Department of Labor to discuss regulations relating to 401(k) fee disclosure, and testified before the U.S.
House of Representatives Committee on Education and Labor on this issue.
Prior to joining SageView, Mr. Chambers was a principal at the investment consulting firm Schultz Collins Lawson Chambers, Inc., and a Senior Retirement Plan Consultant at Coopers & Lybrand.
He is a member of the San Francisco Chapter of the Western Pension & Benefits Council, Plan Sponsor/401(k) Council of America, and the American Society of Pension Professionals and Actuaries.
He is a past president of the WP&BC and served on its Executive Board for several years.
He is also a frequent speaker at industry conferences including WP&BC, ASPPA, and PSCA events.
He graduated from the University of California, Berkeley with a BA degree in Economics with departmental and college honors.
Postes actifs de Jon Clarke Chambers
| Sociétés | Poste | Début |
|---|---|---|
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView generally invests clients’ cash balances in money market funds, FDIC-insured certificates of deposit, high-grade commercial paper, and/or government-backed debt instruments. Ultimately, the firm tries to achieve the highest return on their clients’ cash balances through relatively low-risk, conservative investments. In most cases, at least a partial cash balance will be maintained in a money market account so that the firm may debit advisory fees for their services related to comprehensive retirement plan consulting and asset management services, as applicable. | Analyst-Equity | 01/04/2014 |
Formation de Jon Clarke Chambers
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Entreprise privées
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Relations au 1er degré
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| Entreprise privées | 2 |
|---|---|
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance SageView generally invests clients’ cash balances in money market funds, FDIC-insured certificates of deposit, high-grade commercial paper, and/or government-backed debt instruments. Ultimately, the firm tries to achieve the highest return on their clients’ cash balances through relatively low-risk, conservative investments. In most cases, at least a partial cash balance will be maintained in a money market account so that the firm may debit advisory fees for their services related to comprehensive retirement plan consulting and asset management services, as applicable. | Finance |
















