Nick Jahn, MBA, QPFC

Nick Jahn, located in SageView’s Knoxville office, serves clients across the nation. His primary focus is helping employers provide effective retirement plans that enable their employees to better save for retirement.

Nick is responsible for ensuring that opportunities for plan enhancements are communicated to clients and are properly integrated with their retirement and benefits programs. He specializes in relationship management, best practices, provider/platform support and complements the participant experience with his private wealth background.

His experience includes working with qualified and non-qualified retirement plans such as 401(k), ERISA and non-ERISA 403(b) plans including non-profit, higher education, governmental, church and multiple employer plans. He also consults on fiduciary responsibilities, plan design, and compliance-related issues. A former Air Force combat airlift pilot, Nick has also been recognized as a Top 100 Retirement Plan Adviser*.

Nick earned an undergraduate degree from the U.S. Air Force Academy (top 20% of class) and an MBA from Indiana University.  He also holds an MS from the University of Tennessee, graduating with Phi Kappa Phi honors. He has served in the community as a member of the Rotary Club and in committee roles for Financial Executives International, Chamber of Commerce, and as a board member of the University of Tennessee Alumni Association (Knox County Chapter). Nick was one of the first to obtain the Certified Plan Fiduciary Advisor (CPFA) designation.

*Each year PLANADVISER magazine recognizes the top quantitative standouts from our Retirement Plan Adviser Survey. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.