Our Passion, Our Purpose




Sage, as an adjective, describes someone possessing profound wisdom, discernment, and good judgment. It conveys a sense of deep understanding and practical knowledge gained through experience, often associated with a person who is respected, wise, and sensible in their actions and decisions.

We pride ourselves on being experts in the retirement plan industry and using that expertise to make retirement plan design, implementation, and administration easy for our clients.

Meet Megan

Hello there! I’m Megan Crawford, your friendly retirement plan expert.  With a rich 15-year experience in the retirement plan industry, I bring a wealth of knowledge and expertise to help your retirement plan run smoothly. As a second-generation Third Party Administrator, numbers and strategies are second nature to me. My driving purpose is to help small businesses stay competitive by offering strategic retirement benefits for their employees and to help educate America’s workers on the importance of saving for retirement.

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