Sarah Bishop

Retirement Plan Advisor
Finerty Team
sbishop@monetagroup.com
(314) 244-3255
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.

Sarah and her husband have two children. Away from the office, Sarah spends her time cheering on her sons at their youth baseball games and enjoying the outdoors with family.
  • Accredited Investment Fiduciary (AIF®)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Qualified 401(k) Administrator (QKA®)
  • Series 65 Licensed
  • Christ Church Legacy Foundation – Board Member
  • Fellowship of Christian Athletes Metro-East – Legacy Dinner Committee