SEC CRD #801-35917
--> Sage Rutty Company: 401(k) Planning Advising - Western New York top of page Back to SR Home 585-512-2385 401k@sagerutty.com CONTACT US Our employee education is the best. Don t take our word for it. See for yourself! If you re within 90 miles of Rochester, NY and sponsor a 401(k) plan, we ll come to your business to host a Lunch Learn for you and your employees. SCHEDULE LUNCH Not a business owner? Click here for personal financial planning. Build a Better 401(k) Plan for your Business Sage Rutty is a full-service 401(k) advisor servicing business in Western New York. Locally owned and operated since 1915. Book your FREE plan review Our Approach to 401(k) Advising From plan design and fiduciary oversight, to employee engagement, Sage Rutty helps you keep more, save more and limit your liabilities. Here s how we work: Limit Your Liabilities Sage Rutty helps you navigate the complex fiduciary process, to better understand regulations and achieve full compliance. Educate Employees We provide 1-on-1 advising and in-person education to simplify the investment process and increase plan participation. Empower Your HR Team Sage Rutty provides complete plan management: Employee onboarding, fiduciary expertise and much more. FIDUCIARY EXCELLENCE A CEFEX Certified 401(k) Advisor We strive to help you get more from your company-sponsored 401(k) plan. Here s how: Sage Rutty acts as a co-fiduciary, providing guidance to ensure you offer quality investments, meet obligations and limit
CORINNE DENNIS
CHIEF COMPLIANCE OFFICER
📞 (585) 232-3760
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AUM
$3.5B
Location
ROCHESTER, NY
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