Eric Roberts, Mba, Aif®

Eric Roberts, Mba, Aif® Email and Phone Number

Investment Consultant @ Indianapolis, IN, US
Indianapolis, IN, US
Eric Roberts, Mba, Aif®'s Location
Indianapolis, Indiana, United States, United States
Eric Roberts, Mba, Aif®'s Contact Details

Eric Roberts, Mba, Aif® personal email

About Eric Roberts, Mba, Aif®

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

Eric Roberts, Mba, Aif®'s Current Company Details
Newport Group Consulting, LLC

Newport Group Consulting, Llc

Investment Consultant
Indianapolis, IN, US
Eric Roberts, Mba, Aif® Work Experience Details
  • Newport Group Consulting, Llc
    Investment Consultant
    Newport Group Consulting, Llc
    Indianapolis, In, Us
  • Nyhart, Part Of Futureplan By Ascensus
    Retirement And Financial Educator
    Nyhart, Part Of Futureplan By Ascensus Oct 2006 - Present
  • Merrill Lynch
    Financial Adviser
    Merrill Lynch Sep 2002 - Oct 2006
  • Salomon Smith Barney
    Financial Adviser
    Salomon Smith Barney Sep 2000 - Sep 2002
  • Key Star Securities
    Financial Adviser
    Key Star Securities Sep 1998 - Sep 2000

Eric Roberts, Mba, Aif® Skills

Retirement Retirement Planning Investments Pensions Financial Services Investment Strategies Finance Personal Finance Business Planning Leadership 401k Management Investment Advisory Asset Allocation Financial Advisory Employee Benefits Fiduciary Financial Education Mutual Funds Wealth Management

Eric Roberts, Mba, Aif® Education Details

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.

What are some of Eric Roberts, Mba, Aif®'s interests?

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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