Over the years on the podcast we have talked about the generational preferences and trends of baby boomers, Gen X’rs and Millenials, But not Generation Z. To dig into them, I am happy to welcome back Nathan Voris, Director, Investments, Insights & Consultant Services at Schwab Retirement Plan Services. While the focus is on Gen Z, there are some great observations about financial stress, financial wellness, the financial impact of the pandemic and much more. We also really strive to tie these themes together in a way that can help employers better position services they offer today to attract and retain employees in a hyper competitive market for talent, or maybe this is encouragement to revisit these topics as you look forward. Regardless, good stuff and great input from Nathan. 

 

Guest Bio

Nathan Voris joined Charles Schwab in 2016 and leads the Investments, Insights and Consultant Services teams within Schwab Retirement Plan Services, Inc.

In this role, Voris brings together multiple teams with shared expertise to develop and enhance partnerships with the Consultant and Advisor community. Prior to his current position, he led the Strategy and Planning team for Schwab Workplace Financial Services, which includes Compliance Solutions, Schwab Retirement Plan Services and Schwab Stock Plan Services.

Voris brings 20+ years of experience in the financial services and retirement plan industries to his role. Prior to Charles Schwab, he worked for Morningstar, where he held several roles within Morningstar Investment Management, and as a retirement plan consultant at R.V. Kuhns & Associates. He began his career as a plan sponsor, working for Walmart and the Ohio Public Employees Retirement System.

Voris earned a bachelor's degree in education from The Ohio State University.

 

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