Please join us for our monthly luncheon.

Michael Sayre will  present "Wealth Management for Your Employees."

Summary of Topic

In a competitive labor market, your retirement plan can be more than a benefit—it can be a strategic advantage. This session reveals how intentional 401(k) plan design directly supports talent acquisition, retention, and organizational performance. Drawing on national benchmarking data, generational insights, and current research—including findings from SHRM and T. Rowe Price—attendees will learn how to align plan features with company culture and workforce demographics.

You’ll discover how to make your plan more attractive to candidates, more engaging for current employees, and more cost-effective for your organization. Whether you’re reviewing plan design, preparing for SECURE 2.0 changes, or refreshing your total rewards strategy, this session provides actionable tools to turn your 401(k) into a true driver of organizational success.

Professional Bio

Michael is a retirement plan advisor at CUI Wealth Management, specializing in 401(k) plans. He has been nominated for the National Association of Plan Advisors' Top Retirement Plan Advisors Under 40 and is a member of the Osaic Wealth Retirement Plan Council. Michael represented his industry as a delegate for the American Retirement Association's D.C. Fly-In in 2024 and 2025, meeting with lawmakers and their staff in Washington, D.C.

In addition to his advisory role, Michael has served as a guest lecturer for the Plan Sponsor Council of America's (PSCA) Certified Plan Sponsor Professional (CPSP) designation. He has participated as a panelist at the national Osaic ConnectED conference and has spoken at the Salt Lake Society for Human Resource Management's 401(k) and Benefits Summit. Michael is a board member of the Salt Lake Society of Human Resource Management.

We have submitted this event for credit to HRCI and SHRM.

Please RSVP by Monday, November 17.