Team

Steve Sansone

National Cash Balance Sales Consultant

Steve Sansone is a National Cash Balance Sales Consultant. He has more than 25 years of experience in the retirement plan industry. For nearly 20 years, he was one of the top wholesalers in the industry, selling over 1,000 retirement plans for Manulife Financial/John Hancock. Steve was the first sales representative in the country to bring in over $1 billion in retirement plan assets. He has held many industry leadership roles, including helping establish the National Institute of Pension Administrators (NIPA) Los Angeles Chapter and serving as its President for 10 years.

Steve is a frequent speaker at national and regional retirement industry conferences on many aspects of qualified plans. He shares his extensive knowledge on topics such as qualified plan design, fiduciary compliance, investment selection and monitoring, vendor product offerings and participant education. Steve graduated from the State University of NY at Buffalo School of Law (Cum Laude) and serves as a member of the Board of Directors for Bank of Santa Clarita, in Santa Clarita, California.

Scroll To Top