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, he holds securities Series 7 and 66 registrations as well as state insurance licenses.
In addition, Sageview was named #1 in Forbes for 2013 and his team named to exclusive lists such as Barron’s Top 100 Team and Top Advisor Team as named by the National Association of Plan Advisors. 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.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.