Eric Roberts, Mba, Aif® work email
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Eric Roberts, Mba, Aif® personal email
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Eric Roberts, Mba, Aif® phone numbers
A consultant specializing in Retirement and Financial Education, 401(k), Fiduciary Liability, Investment Strategy, and Retirement Plan Design, Eric Roberts serves a variety of roles for Nyhart’s clients and leads the firm’s education services and fiduciary team.Eric held a wide range of financial investment roles prior to joining Nyhart in 2006. He was a financial adviser for Merrill Lynch and Salomon Smith Barney, as well as owning his own broker-dealer and RIA firm.A leading retirement and financial educator, Eric is consistently recognized by clients and plan participants for his ability to make complex financial topics easy to understand. Eric consults to new and existing 401(k) plan clients helping them to understand plan design issues, fiduciary responsibility, as well as changes in legislation that affects their plan.At a senior level, Eric is often called upon to provide investment consulting to 401(k) committees, dealing at a company level to assist members in establishing criteria for selecting investments within 401(k)/retirement plans, investment choices, and providing ongoing monitoring of their accounts.Eric was also involved in creating Nyhart’s Next Generation 401(k) bundled defined contribution solution, representing the investment portfolio and choices that are available under that solution, as well as representing services Nyhart offers with respect to record keeping, administration, corporate governance, and plan document design.Specialties: Investments, Corporate Retirement Plans, Fiduciary Responsibilities
Newport Group Consulting, Llc
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Investment ConsultantNewport Group Consulting, LlcIndianapolis, In, Us
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Retirement And Financial EducatorNyhart, Part Of Futureplan By Ascensus Oct 2006 - Present
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Financial AdviserMerrill Lynch Sep 2002 - Oct 2006 -
Financial AdviserSalomon Smith Barney Sep 2000 - Sep 2002 -
Financial AdviserKey Star Securities Sep 1998 - Sep 2000
Eric Roberts, Mba, Aif® Skills
Eric Roberts, Mba, Aif® Education Details
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Finance & Business Administration
Frequently Asked Questions about Eric Roberts, Mba, Aif®
What company does Eric Roberts, Mba, Aif® work for?
Eric Roberts, Mba, Aif® works for Newport Group Consulting, Llc
What is Eric Roberts, Mba, Aif®'s role at the current company?
Eric Roberts, Mba, Aif®'s current role is Investment Consultant.
What is Eric Roberts, Mba, Aif®'s email address?
Eric Roberts, Mba, Aif®'s email address is er****@****art.com
What is Eric Roberts, Mba, Aif®'s direct phone number?
Eric Roberts, Mba, Aif®'s direct phone number is +131729*****
What schools did Eric Roberts, Mba, Aif® attend?
Eric Roberts, Mba, Aif® attended Butler University, Indiana State University.
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Eric Roberts, Mba, Aif® has interest in Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Golf, Home Decoration, Children, Cooking, Electronics.
What skills is Eric Roberts, Mba, Aif® known for?
Eric Roberts, Mba, Aif® has skills like Retirement, Retirement Planning, Investments, Pensions, Financial Services, Investment Strategies, Finance, Personal Finance, Business Planning, Leadership, 401k, Management.
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