TOPICS:
Session 1 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management
Session 2 - Secure 2.0
- This event has passed.
California State University Sacramento, Sacramento, CA – Certified 401(k) Plan Fiduciary Program
May 21 @ 8:00 am - 2:00 pm
When
Wednesday, May 21, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
California State University Sacramento
Harper Alumni Center
6000 J St.
Sacramento, CA 95819
Capital Room
Contact
The Plan Sponsor University
[email protected]
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions
"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."
The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.
Agenda
Speaker(s)
Adjunct Lecturer
Sheldon Nix, WMCP®, RICP®, C(k)P®
Co-Founder & CEO
Exceed Wealth & Retirement Group
Sheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles, Sacramento, and Dallas, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist, he is widely recognized for his expertise in financial planning and retirement strategies.
Driving and Parking Directions
