Brent Petty, CFP®, AIF®
Brent began his career over 20 years ago working for a national 457(b) provider. In 2003, he transitioned into the consulting industry with Arnerich Massena, before joining NWCM in 2005. A graduate of Northern Arizona University, Brent is a Certified Financial Planner® and is an Accredited Investment Fiduciary®. Brent is a member of the Financial Planning Association, the National Association of Government Defined Contribution Administrators (NAGDCA), and the Portland Chapter of the Western Pension & Benefits Council.
Brent’s primary responsibilities include assisting plan sponsors with plan governance (e.g., investment policies, education policies, committee charters, etc.), investment menu construction and monitoring, and vendor due-diligence. Brent played a key role in the development of NWCM’s annual “best practices” checklist which reviews key plan documents including vendor fee disclosure reports, participant disclosures, vendor service agreements, and also provides an annual independent fee reconciliation report.
Brent has been a member of the National Association of Government Defined Contribution Administrators, Inc. (NAGDCA) for 14 years. Brent attends the annual NAGDCA conference, staying on the cutting edge of best practices for public sector retirement plans, relevant legislative updates, and current trends. Many of our clients attend this and other industry-sponsored conferences and collaborate with Brent and team on future initiatives. Brent provides the critical information obtained from these conferences with NWCM’s clients to help them improve and manage their plans.
Direct Line: (503) 597-1641