TOPICS:
Session 1 - The Advisor Advantage: Elevating Retirement Plan Success
Session 2 - Your Plan Needs an Audit…Now What? What Plan Sponsors Need to Know
The University of California, Davis, Davis, CA – Certified 401(k) Plan Fiduciary Program
October 23 @ 9:00 am - 3:00 pm
When
Thursday, October 23, 2025
9:00AM - 3:00PM
(Program begins promptly at 9:30AM)
Location
The University of California, Davis
Walter A Buehler Alumni Center
530 Alumni Ln.
Davis, CA 95616
Alpha Gamma Rho Hall
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
