Shannon Meyer
CHSA®
Senior Retirement Plans Specialist
(585) 512-2312
Shannon joined Sage Rutty in 2015 and plays a vital role on the 401(k) team, working closely with leadership of client's and their employees to ensure smooth operations. She is responsible for maintaining record data, tracking participant eligibility, and preparing essential documents. As the team's account consolidation expert, Shannon assists hundreds of participants each year with rolling over assets from outside accounts.
In her role as marketing coordinator, Shannon is also involved in the design and delivery of education and informational content for both current and prospective clients, helping them stay informed about relevant industry trends and services.
Before joining Sage Rutty, Shannon gained valuable experience as a supervisor in the security industry. She holds degrees in Business Administration and Criminal Justice. Outside of work, Shannon enjoys spending time with her son and daughter, along with their two dogs.