Nick Jahn, located in SageView’s Knoxville office, serves retirement plan clients in the Midwest and South. 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 including 401(k), ERISA and non-ERISA 403(b) plans including non-profit, higher education, and church plans. He also consults on fiduciary responsibilities, plan design, and compliance-related issues. A former Air Force combat airlift pilot, Nick was with Morgan Stanley as a private wealth financial advisor prior to joining SageView. He holds securities Series 7 and 66 registrations as well as state insurance licenses. In addition, his current firm has been named one of the top 5 retirement plan advisory firms in the country since 2008 (#1 in 2014) and was named #1 in Forbes for 2013.
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 of West Knoxville, and in committee roles for Financial Executives International, Knoxville Chamber, and as a board member of the University of Tennessee Alumni Association (Knox County Chapter). Nick also holds the Qualified Plan Financial Consultant (QPFC) designation.