TOPICS: Session 1 - Behavioral Finance, Retirement Readiness, Participant Outcome
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Sacramento State University, Sacramento, CA – Certified 401(k) Plan Fiduciary Program
April 30, 2024 @ 8:00 am - 2:00 pm
When
Tuesday, April 30, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Sacramento State University
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 & Partner
Encompass Wealth Advisers
Sheldon Nix joined the wealth management and retirement plan industry in 2009. He began working closely with business owners and assisting them with wealth management and 401K programs. Along the way, he earned the Wealth Management Certified Professional, WMCP® and Retirement Income Professional, RICP® designations from the American College of Financial Services. He also earned the Certified 401(k) Professional, C(K)P® through The Retirement Advisor University, in collaboration with UCLA Anderson School of Management Executive. He is currently pursuing the Chartered Financial Consultant, CHFC® and Qualified Plan Financial Consultant, QPFC®, designations. After 5 years as an advisor, Sheldon moved into a leadership role developing talent within the industry. Early 2021, he left his management role to focus on working full-time with clients and is the co-owner of Encompass Wealth Advisers. He specializes in wealth management, 401K plan design, and retirement income planning.
Sheldon is a black belt and member of the blackbelt council of Shotokan Karate of America. He enjoys the outdoors and spending time in nature with his wife Cassandra and son Elliott.
Driving and Parking Directions
