About Chris

Chris Becker is a Retirement Plan Consultant & Investment Advisor at Everhart Advisors. Chris has been with Everhart Advisors for over half a decade.

Chris works with small-to-medium-sized businesses endeavoring to maximize the utility of their corporate retirement plan and creating efficiencies in their plan operations in order to improve participant outcomes. Chris believes through cost and fee transparency, plan design, and participant education every business can run a successful retirement plan.

In addition to traditional 401(k) consulting, Chris specializes in the design and implementation of Cash Balance pension plans for profitable, closely held businesses. Chris works closely with business owners, CPAs, and actuaries to ensure Cash Balance strategies are thoughtfully integrated with existing 401(k) plans and broader wealth objectives, balancing tax efficiency, plan flexibility, and employee considerations.

Earlier in his career at Everhart Advisors, Chris built thousands of Fiduciary Plan Reviews for all three Everhart Advisors’ locations and had the opportunity to analyze the inner workings of retirement plans of all sizes. During this time, Chris contributed to the establishment of procedures for the Retirement Plan Investment Committee, which currently oversees the retirement plan assets in our 550+ retirement plans. Chris continues to actively participate in managing the committee’s operations.

Chris has earned professional designations from the American Society of Pension Professionals and Actuaries, the National Association of Plan Advisors, and Center for Fiduciary Studies such as: Qualified 401(k) Administrator® (QKA), Qualified 401(k) Consultant (QKC), Certified Plan Fiduciary Advisor (CPFA®), and Accredited Investment Fiduciary® (AIF®). Chris has also passed the Series 65 Uniform Investment Adviser Law Exam.

Chris has a Bachelor of Science degree from the Max M. Fisher College of Business at The Ohio State University, with a specialization in Finance. In addition to earning his degree in three years, Chris was an active member of The Ohio State University Marching Band.

Outside of his work at Everhart Advisors, Chris enjoys spending quality time with his wife, Sarah, and his toddler son, Lincoln. Additionally, Chris serves at his local church on the Connect Team, volunteers a host family for MyVillage Ministries, and participates in a 30-member traditional British brass band that competes internationally.

^{For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/}