Irving Isaacson in

Irving Isaacson

Evaluator · DISC type dcs
Vice President, Retirement Plan Consulting at SageView Advisory Group
📍 Phoenix, Arizona, United States

Irving Isaacson is the Vice President of Retirement Plan Consulting at SageView Advisory Group. He specializes in providing fiduciary guidance, investment due diligence, and plan design consulting for retirement plans. He leverages his legal background, holding a J. D. from the University of Iowa College of Law.

His professional interests include active membership in the American Society of Pension Professionals and Actuaries (ASPPA). He maintains connections to his alma maters, Stanford University and the University of Iowa, reflecting a continued engagement with these institutions and their communities.

He was a partner at MJM401k before it was acquired by SageView Advisory Group.

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Experience
19 Years
Current Role
Vice President, Retirement Plan Consulting
Job Level
Senior
Location
Phoenix, Arizona, United States
Personality Overview

How Irving shows up

Fast But Analytical
Thorough Evaluator
Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Priorities

Topics Irving cares about

Fiduciary Governance
His expertise is centered on advising clients on fiduciary best practices and investment due diligence for retirement plans.
Retirement Plan Design
A key part of his role involves consulting on effective plan design and fee benchmarking to optimize client offerings.
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Career

Work history

5-2007
Vice President, Retirement Plan Consulting
SageView Advisory Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1983 - 1986
J.D.
University of Iowa College of Law
1977 - 1982
Bachelor's degree
Stanford University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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