Custer has more than 25 years of industry experience working with retirement plan investment committees on decision-making, staying on top of regulation and helping facilitate positive outcomes for participants.
Before joining White Horse, Custer was a senior vice president and senior client relationship manager of retirement services with a regional financial institution. She has been involved in all aspects of retirement plans: plan design, selecting and monitoring investment fund menus, and choosing vendors. As a member of the management team, Custer helped create and implement strategic initiatives. She has extensive knowledge of regulations under Employee Retirement Income Security Act (ERISA), the Department of Labor and the Internal Revenue Service (IRS).
“Our greatest strength at White Horse is our people, and Betsy is an exceptional addition to our existing team,” said Patrick Ungashick, chief executive of White Horse. “She brings a wealth of knowledge and experience that will proactively serve our clients and White Horse well.”
Custer started her career in New York before coming to Atlanta in 1994. She holds a bachelor’s degree from Denison University.White Horse Advisors, headquartered in Atlanta, provides financial and advisory services to businesses, retirement plan sponsors and individual investors.