Nathan Voris joined Schwab Retirement Plan Services in 2016. He is responsible for leading the client experience, platform, and product development strategy to help retirement sponsors, consultants, and participants meet their goals.
Mr. Voris previously worked at Morningstar, where he held several roles within Morningstar Investment Management, including portfolio management and asset allocation responsibilities. His most recent focus there was on product development and strategy for retirement solutions, including wellness, advice and managed accounts, and target date solutions. He was also a Consultant with R.V. Kuhns & Associates, where he worked with defined contribution plan sponsors to help improve asset allocation and solve other needs of plan participants. In that role, Mr. Voris was responsible for all aspects of portfolio construction, including asset allocation and manager selection/due diligence for plan sponsors, retirement plan providers, and asset managers. He began his career working for defined contribution plans, including Wal-Mart and the Ohio Public Employees' Retirement System.
Mr. Voris has earned a bachelor's degree in education from The Ohio State University.