Vice President, Retirement Plan Solutions
As Vice President for Retirement Plan Solutions, Brian knows that most people are not prepared for retirement. Brian is passionate about getting his clients on the right track so they can retire comfortably, and he takes great pride in positively impacting their lives. Brian’s clients frequently thank him years later, telling him that he was the reason they were able to retire. Brian oversees all aspects of retirement plan administration, operations, plan design, governance, consulting, and investment fiduciary services and leads a team of highly credentialed professionals.
Brian supports the ongoing plan governance and fiduciary responsibilities for his clients’ 401(k) plans to ensure they fulfill their fiduciary requirements. Brian works closely with his clients to design retirement plans that best meet their specific needs. He provides customized solutions to enable his clients achieve their financial and business goals. He ensures that clients are in compliance with all relevant laws and regulations, and coordinates and conducts employee education presentations to help plan participants effectively save for retirement.
Prior to joining AEPG, Brian was a vice president at Merrill Lynch, where he oversaw the compliance and trust services departments. In that role, he was responsible for managing nondiscrimination testing, annual reporting, and trust statement production for over 1,500 retirement plans. In addition, Brian provided both administrative and consultative support to plan sponsors ranging in size from 100 to more than 100,000 participants and assets exceeding $100 million.
Brian holds the Accredited Investment Fiduciary® (AIF®) designation and the Qualified 401(k) Administrator (QKA) designation. He earned a bachelor’s degree in business management from The Richard Stockton College of New Jersey. Outside the office Brian enjoys sports and spending time with his wife and three young children.
Direct Line: 908-821-9771