Sage Rutty 401(k) Team

Sage Rutty 401(k) Team is a long-standing, locally owned financial services firm based in Rochester, New York, specializing in comprehensive retirement plan advising and solutions for businesses throughout Western New York. With over a century of experience – dating back to 1915 – we’ve built a reputation for stability and exceptional client service, earning us the Forbes Best-In-State Wealth Management Teams of 2026 recognition. We help businesses like yours design robust 401(k) plans, navigate complex fiduciary regulations, and engage employees to maximize participation and build a secure retirement future. Our commitment to fiduciary excellence, underscored by our CEFEX certification, ensures we prioritize your clients’ best interests. We offer a full suite of services, from initial plan design and ongoing compliance to employee education and HR support, simplifying the complexities of retirement plan management. We are dedicated to helping businesses in Western New York get the most from their company-sponsored 401(k) plans.