Sarah Schwartz, CIMA®, AIF®

VP, Retirement Services, Newfront

Sarah is a retirement plan advisor who helps employers build, maintain, and defend best-in-class plans for their employees. She is dedicated to providing relevant data and insights that enable employers to make informed decisions that align with business and culture. Key areas supported include monitoring and review of investments, plan design benchmarking, fiduciary support, ERISA guidance on compliance issues, plan transitions, M&A, and employee education. Sarah was named a 2022 & 2023 Top Women Advisor and Top Advisor Under 40 by the National Association of Plan Advisors.