Sarah Bishop

As a Retirement Plan Advisor on the Finerty Retirement Team at Moneta, Sarah Bishop advises her clients in all areas of their retirement plan. This includes plan design, compliance testing, employee education, operational issues and investment design, as well as matters related to ERISA, DOL and IRS requirements.

Sarah enjoys working with Plan Sponsors to design a plan that will meet their needs by first understanding their goals and objectives. Sarah is committed to providing the best possible solution for all her clients and working to continually improve the likelihood of successful retirement outcomes for the plan participants she serves.

Sarah earned her Bachelor of Science in Business Administration from Southern Illinois University – Edwardsville. Prior to joining Moneta in 2021, Sarah was a Sr. Retirement Plan Consultant for EPIC Retirement Plan Services (formerly RPS Benefits). Sarah started her career working as a Retirement Plan Specialist for RPS Benefits in 2007.