Retirement Plan Specialist
Brian Peterson joined the IDA team in 2023 as a Retirement Plan Specialist and has spent his entire career serving organizations across the country in managing their retirement plans.
After graduating with a degree in Economics from the University of Scranton in 1999, Brian began his career as a Retirement Plan Analyst at Milliman. He has spent his career working with organizations of all sizes consulting on and managing their retirement plans, along with educating their workforce on the importance of saving for retirement.
Brian now serves his clients with fiduciary investment support, plan design consulting, service provider oversight and employee education. He is knowledgeable in the specifics of ERISA and his experience includes 401(k) plans, 403(b) plans, 457 plans and Nonqualified/Deferred Compensation plans serving for-profit and not-for-profit organizations. He holds multiple securities registrations.
Brian enjoys spending time with his wife and four children, traveling to National Parks across the country, hiking, golfing and relaxing at the beach.