Clearsage Advisory Group
ClearSage Advisory Group is comprised of Retirement Plan Industry professionals aiming to improve the industry by empowering plan sponsors to effectively use all available leverage in order to negotiate better outcomes for their participants.
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We focus on the things that really make a difference to the retirement outcomes of your participants. With the support of ClearSage Advisory Group you can make quick and tangible improvements to your plans such as lower plan fees, better fee allocation solutions, plan design changes, or operational enhancements.
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Having been responsible for the pricing and negotiation of over 20,000 retirement plan pricing proposals over nine years, we are the nation's preeminent experts in recordkeeping fees, pricing structures, revenue sharing, and equitable fee allocation solutions. We ensure that your plan will pay only reasonable recordkeeping fees and that those fees are allocated to participants in an equitable manner.
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We are experts in the analysis of alternative share classes and recordkeeping fee structures. We provide unmatched expertise to ensure that alternative share classes actually benefit participants and any benefits are allocated equitably.
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We also specialize in protecting Plan Fiduciaries from litigation risk by eliminating conflicts of interest and gaps in fiduciary oversight.
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In order to provide the highest level of service to our clients, ClearSage Advisory Group is happy to partner with other industry experts and professionals based on our customers' needs.
We bring the expertise to you.
Our Team of Experts
Michael Geist, JD, MBA, CPFA
Brian C. Shannon, CRPS®, CPFA
Mike has over twenty-three years of experience in the retirement plan, database marketing, consulting, and legal industries. Mike currently provides consulting services in the retirement plan, recordkeeping, and asset management industries. This includes financial, market, and pricing analysis related to the retirement plan industry, especially as it relates to the distribution of asset management services through retirement plans. In conjunction with these consulting services he also provides litigation support services. In addition, Mike has also been providing corporate coaching, training, and educational services for the last fifteen years. (Full Bio)
Brian currently provides consulting services and expertise in the retirement plan and asset management industries. Brian has extensive knowledge of defined contribution retirement plan operations, financial operations, Financial Planning & Analysis, the sales and client retention process, recordkeeping pricing and fees, fee leveling, revenue sharing, investment fees and share classes.
(Full Bio)
Judi L. Knott
Jim Angelone
Judi Knott has over twenty-nine years of marketing experience with deep expertise in strategic marketing and marketing communications in the financial services and healthcare industries. As a member of the ClearSage Advisory Group, Judi currently provides consulting services in the retirement plan, recordkeeping, and asset management industries. (Full Bio)
Jim Angelone has over thirty-five years of experience in the Retirement Plan Industry. As a member of the ClearSage Advisory Group, Jim currently provides consulting services in the retirement plan services, recordkeeping, and asset management industries.
(Full Bio)