Cliff Notes Guide to Fee Clarity & Financial Wellness
January Educational Luncheon
This captivating discussion will unlock the mysteries surrounding retirement plan fees, and the best practices to avoid litigation in 2018. Michael will also be sharing the latest and greatest about Financial wellness, and what the Companies of tomorrow are doing to integrate and reach participants from every generation.
Michael Coelho serves as a Managing Director of the SageView Austin Texas office. He is responsible for the delivery of quality retirement plan solutions to mid-and large-sized organizations and provides careful navigation for employers to maximize results and to mitigate their fiduciary liability. With more than 22 years in the retirement plan industry, Michael assists plan sponsors and their participants in reaching their retirement goals, using SageView’s proprietary analytical tools to deliver a first-class retirement program.
Michael graduated from Baylor University and has attained the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies at the University of Pittsburgh. In 2011, he was named “Most Influential Advisor in the $5-$15 Million Plan Market” by The 401k Wire. In 2012, Michael earned the C(k)P Certified 401k Professional designation from TRAU. Every year since 2013,Michael has been named to the Financial Times 401(k) Top Retirement Plan Advisors list every year. Michael’s professional memberships/affiliations include: Founding Lecturer of The Retirement University (TRAU) at the UCLA Anderson School of Business; involvement with two ASPPA (American Society of Pension Professionals & Actuaries) committees, Membership and the Next Generation. He is also a Registered Representative of Cetera Advisor Networks.
CTCBA is a 503(c) educational nonprofit
association headquartered in Austin, Texas.