Joining the firm in 1997, Brian now leads the team of plan consultants and relationship managers in serving the unique needs of retirement plan sponsors. His team seeks to help protect plan fiduciaries from liability while enhancing investment opportunities and helping employees achieve financial security. As a direct result of his work, Everhart Advisors was honored to be recognized as the Retirement Plan Advisor Mega Team of the Year in 2018 by PLANSPONSOR®.
In June 2017, Brian and firm president and CEO, Scott Everhart, authored and released The 401(k) Owner’s Manual: A Blueprint for Building and Maintaining an Elite 401(k) Plan for Your Employees. He also has been a guest lecturer at workshops presented with the U.S. Department of Labor, Ohio Society of CPAs, Columbus Bar Association, Center for Due Diligence, and PLANADVISER®, along with the Supplier Associate Relations Group (SARG) of Honda North America and other trade associations.
Brian received formal training in fiduciary responsibility and investment due diligence, along with extensive experience in plan design, vendor selection, cost control, and employee communication strategy. Brian has earned the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business at the University of Pittsburgh and is a Certified Plan Fiduciary Advisor (CFPA), awarded by the National Association of Plan Advisors (NAPA).
Brian has a Bachelor of Science degree, Summa Cum Laude, from the Max M. Fisher College of Business at The Ohio State University, with a specialization in Finance.
2018 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year by PLANADVISER magazine. This national award recognizes advisers who demonstrate leadership and commitment to excellence for their retirement plan sponsor clients and participants. PLANSPONSOR Retirement Plan Adviser of the Year
Qualifying advisers had to have significant business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; have regular service delivery and client contact; be committed to fee-based compensation; and use specific outcome-based metrics of plan success with clients with recognized client progress toward those metrics.
We nominated ourselves and submitted an application for this award. Everhart Advisors was not required to belong to an organization, or subscribe to a magazine service to be eligible. We did not pay a fee to participate in the award. We did pay to use the award logo and PDF reprints to advertise the award. The number of applicants for this award was undisclosed. The PLANADVISER staff selected the winners. One award was given in the Mega Team Category.
For more information visit: https://everhartadvisors.com/retirementplanadviseroftheyear/
For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/