Rodney Kauffman is a Lead Retirement Plan Consultant based out of SageView’s corporate office in Newport Beach, California. Rodney partners with clients by approaching retirement plans holistically through investment consulting, plan design review, compliance support, and employee financial wellness.
Rodney has deep industry & technical knowledge gained through experience as a public accountant helping his clients maintain ERISA and IRS compliance and supporting regulatory filings. Rodney gained extensive investment management experience while earning his MBA from Vanderbilt University, specializing in Finance & Strategy. At SageView, Rodney has combined these skill sets with a genuine joy for helping others achieve their retirement goals to serve his clients with passionate precision.
Rodney has experience consulting with clients privately held and publicly traded whose plans range from $5 - $250m in assets. He has acted as a co-fiduciary on qualified and non-qualified plans, including 401(k), 401(a), 403(b), 457(b), 457(f), and 409(a) NQDC plans. He has experience with defined benefit plans and defined benefit plan terminations.