Jake O'Shaughnessy

Jake O’Shaughnessy
SageView Advisory Group

Industry Observer

Jake has experience providing consulting services to public, private, and not-for-profit plan sponsors. He has a deep knowledge of major recordkeeping providers’ relative strengths and weaknesses based upon the extensive due diligence he has performed on behalf of clients and the many recordkeeping RFP’s he has conducted. He has also been interviewed on DC topics for Industry Related Publications and has contributed to several topical white papers. His more than 15 years in the industry reflects a long-term commitment to serving retirement plan sponsors and participants.

After focusing more generally on retirement plan consulting, Mr. O’Shaughnessy has developed a specialized skill set for serving large deferred compensation plans over the last decade. In addition to currently serving the City of Seattle, County of Santa Clara, and the states of Kansas and Idaho, Jake also serves on the NAGDCA Industry Committee. Prior to joining SageView in 2016, he was with Arnerich Massena, Inc., R.V. Kuhns & Associates, Inc., Willamette Securities and has also worked with the Shinsei Bank Investment Banking Group.