Having worked in the financial industry for over 33 years, Becky has extensive experience with 401(k), profit sharing, money purchase pension, employee stock ownership, defined benefit, master trusts, and health and welfare plans.
The majority of her career was spent with Huntington Bank, with her work dedicated exclusively to retirement plans. With Everhart Advisors, she leads the retirement plan relationship management team and works closely with clients on plan design, administration, investments, compliance, fiduciary responsibility, and ERISA regulatory matters.
Becky has earned the Retirement Plan Associate (RPA) designation from the International Foundation of Employee Benefit Plans and the Qualified 401(k) Administrator (QKA®) credential from the American Society of Pension Professionals & Actuaries (ASPPA). She has also acquired the Accredited Investment Fiduciary® (AIF®) designation from the Center of Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.
Becky has a Bachelor of Science in Accounting from Franklin University.
For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/