CREATING PLANS SINCE 1941
817 East Morehead Street
Suite 300, Charlotte, NC 28202
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Principals


Bert Moody, Jr. QPA

Bert is the President of Morehead Plan Administrators. Bert, as the firm's principal architect and manager, maintains a strong emphasis on serving Morehead's clients while continuing to extend the company's regional influence. A Charlotte native, Bert graduated from Myers Park High School and Wake Forest University School of Business Administration. After eleven years as a Regional Sales Pension Manager, he joined The Morehead Group, developing the company into a leading regional third party administration firm by focusing on the firm's core strengths - ERISA expertise and exceptional client service. During his 35 year career in the qualified retirement plan field, Bert has invested many hours giving back to the community through education on pension related topics at local colleges, as well as speaking at various retirement plan seminars and conferences. In addition to his disciplined workout regimen at the local YMCA, Bert enjoys spending time with his family and exercising his privileges as a new grandfather.

 

Nick S. Novoselich CPC, QPA

Nick is the Vice President of New Business Development at Morehead. In his role he focuses on partnering with the professional advisory community to educate plan sponsors on the advantages and complexities of their qualified retirement plan. Additionally, he coordinates efforts with Morehead's administrative team to ensure continuity and efficiency exists between what Morehead is promising and delivering. Prior to his role at Morehead, Nick, after serving as a Sergeant in the U.S. Army, accumulated over a decade of experience in retirement plan administration field, including founding and leading a third party administration firm in the Midwest. In his free time he enjoys savoring the great Carolina outdoors with his wife and twin sons.


" Our company has worked with Morehead for several years and it’s been a great partnership! As a company, we are always focused on the customer and that’s one of the reasons Morehead is such a great fit for us; they will do whatever necessary to meet our needs and those of our employees. "

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