CBIZ Retirement Plan Services
Industry: Company
DescriptionHeadquarters: Cumberland, MD Parent organization: CBIZ, Inc. Subsidiaries: Cbiz Financial Solutions, Inc., Asset Management Arm, Tegrit Retirement Plan Services
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CBIZ Retirement Plan Services Employees
Employee
Years
Job
Industry
Scott Robison Scott Robison's CBIZ Retirement Plan Services Experience August 2013 - Present
Job Retirement Plan Consultant with 7 years of experience
Industry Financial Services
Experience
CBIZ Retirement Plan Services August 2013 - Present
Skills
Series 6, Series 63, Series 66, Series 7, Retirement Plans, Retirement Planning, Wealth Management
Education
Baker University 2007 — 2009
MBA, Finance
Pittsburg State University 1998 — 2002
BBA, Business Management
Butler County Community College 1996 — 1998
Bishop Carroll Catholic High School 1992 — 1996
CBIZ Retirement Plan Services August 2013 - Present
Skills
Series 6, Series 63, Series 66, Series 7, Retirement Plans, Retirement Planning, Wealth Management
Education
Baker University 2007 — 2009
MBA, Finance
Pittsburg State University 1998 — 2002
BBA, Business Management
Butler County Community College 1996 — 1998
Bishop Carroll Catholic High School 1992 — 1996
Mike Spickard Mike Spickard's CBIZ Retirement Plan Services Experience June 2014 - Present
Job Executive Vice President at CBIZ Retirement Plan Services
Industry Accounting
Experience
CBIZ Retirement Plan Services June 2014 - Present
Heritage RBC 2002 - Present
Tegrit Group May 2010 - May 2014
Summit Retirement Plan Services December 1996 - March 2012
Goodrich Corporation October 1996 - December 1999
Charles Schwab Retirement Plan Services 1990 - 1996
Skills
Customer Relations, Public Speaking, Compliance, Retirement Planning, Business Strategy, Interpersonal..., Wood chopping, Lifting heavy things, Defined Benefit, Retirement, Customer Service, Management Consulting, Management, Pensions, Leadership, Investments, Strategic Planning
Education
Leadership Akron 2011 — 2012
The University of Akron 1987 — 1990
Bachelor of Science (BS), Applied Mathematics
Cumberland College 1986 — 1986
Field High School
Field High School
CBIZ Retirement Plan Services June 2014 - Present
Heritage RBC 2002 - Present
Tegrit Group May 2010 - May 2014
Summit Retirement Plan Services December 1996 - March 2012
Goodrich Corporation October 1996 - December 1999
Charles Schwab Retirement Plan Services 1990 - 1996
Skills
Customer Relations, Public Speaking, Compliance, Retirement Planning, Business Strategy, Interpersonal..., Wood chopping, Lifting heavy things, Defined Benefit, Retirement, Customer Service, Management Consulting, Management, Pensions, Leadership, Investments, Strategic Planning
Education
Leadership Akron 2011 — 2012
The University of Akron 1987 — 1990
Bachelor of Science (BS), Applied Mathematics
Cumberland College 1986 — 1986
Field High School
Field High School
Jack Keller's CBIZ Retirement Plan Services Experience June 2014 - Present
Job Vice President at CBIZ Retirement Plan Services
Industry Financial Services
Experience
CBIZ Retirement Plan Services June 2014 - Present
CBIZ Retirement Plan Services July 2011 - June 2014
CBIZ Retirement Plan Services July 2008 - June 2011
Skills
Employee Benefits, Retirement, Retirement Planning, Financial Analysis, Valuation, Insurance, Financial Modeling, Investments, Mergers & Acquisitions, Management, Investment Advisory, Financial Risk, Financial Services, Defined Benefit, Pensions
Education
University of Kansas 2004 — 2008
Bachelor of Science, Finance
CBIZ Retirement Plan Services June 2014 - Present
CBIZ Retirement Plan Services July 2011 - June 2014
CBIZ Retirement Plan Services July 2008 - June 2011
Skills
Employee Benefits, Retirement, Retirement Planning, Financial Analysis, Valuation, Insurance, Financial Modeling, Investments, Mergers & Acquisitions, Management, Investment Advisory, Financial Risk, Financial Services, Defined Benefit, Pensions
Education
University of Kansas 2004 — 2008
Bachelor of Science, Finance
Marissa Gamble, QPA, QKA Marissa Gamble, QPA, QKA's CBIZ Retirement Plan Services Experience July 2007 - January 2015
Job Retirement Plan Administrator at NobleDavis Consulting, Inc.
Industry Financial Services
Experience
Noble-Davis Consulting, Inc. January 2015 - Present
CBIZ Retirement Plan Services July 2007 - January 2015
Summit Federal Credit Union July 2001 - July 2007
Skills
Compliance, Retirement Planning, Customer Relations, 401k, Retirement, Business Planning, Customer Service, Retirement Plan..., Financial Services, Qualified Retirement..., ERISA, Defined Benefit
Education
The University of Akron
Bachelor of Science, Finance / Personal Financial Planning
Noble-Davis Consulting, Inc. January 2015 - Present
CBIZ Retirement Plan Services July 2007 - January 2015
Summit Federal Credit Union July 2001 - July 2007
Skills
Compliance, Retirement Planning, Customer Relations, 401k, Retirement, Business Planning, Customer Service, Retirement Plan..., Financial Services, Qualified Retirement..., ERISA, Defined Benefit
Education
The University of Akron
Bachelor of Science, Finance / Personal Financial Planning
Brad Sieniawski Brad Sieniawski's CBIZ Retirement Plan Services Experience September 2013 - Present
Job Plan Consultant TaxExempt Market Specialist at CBIZ Retirement Plan Services
Industry Financial Services
Experience
CBIZ Retirement Plan Services September 2013 - Present
CBIZ Retirement Plan Services May 2008 - September 2013
Education
John Carroll University 2008 — 2010
B.S., Finance
Providence College 2005 — 2008
Finance
St. Ignatius High School 2001 — 2005
CBIZ Retirement Plan Services September 2013 - Present
CBIZ Retirement Plan Services May 2008 - September 2013
Education
John Carroll University 2008 — 2010
B.S., Finance
Providence College 2005 — 2008
Finance
St. Ignatius High School 2001 — 2005
Paula Lewis Paula Lewis's CBIZ Retirement Plan Services Experience April 2012 - Present
Job Vice President, Retirement Plan Services
Industry Transportation/Trucking/Railroad
Experience
CBIZ Retirement Plan Services April 2012 - Present
JunkAway 2010 - Present
SS&G Financial Services December 1996 - November 2010
Wise Learning Center January 2003 - December 2004
Skills
Healthcare, Management, Public Relations, Analysis, Sales Operations, Time Management, Microsoft Excel, Strategic Planning, Team Building, Leadership, Coaching, Networking, New Business Development
Education
Penn State University 1985 — 1989
BS, Math
new castle high school 1982 — 1985
CBIZ Retirement Plan Services April 2012 - Present
JunkAway 2010 - Present
SS&G Financial Services December 1996 - November 2010
Wise Learning Center January 2003 - December 2004
Skills
Healthcare, Management, Public Relations, Analysis, Sales Operations, Time Management, Microsoft Excel, Strategic Planning, Team Building, Leadership, Coaching, Networking, New Business Development
Education
Penn State University 1985 — 1989
BS, Math
new castle high school 1982 — 1985
Bradley L. Mooney, QPA, QKA Bradley L. Mooney, QPA, QKA's CBIZ Retirement Plan Services Experience September 2000 - Present
Job Manager of Client Services at CBIZ Retirement Plan Services
Industry Financial Services
Experience
CBIZ Retirement Plan Services September 2000 - Present
Maranatha Bible Church September 1995 - August 2000
Skills
401k, Retirement, Employee Benefits, Retirement Planning, Process Improvement, Customer Service, Team Building, Team Leadership, Public Speaking, Microsoft Excel, Microsoft Office
Education
Cedarville University 1993 — 1995
BA, Comprehensive Bible - Christian Education/Youth
Malone University 1991 — 1993
CBIZ Retirement Plan Services September 2000 - Present
Maranatha Bible Church September 1995 - August 2000
Skills
401k, Retirement, Employee Benefits, Retirement Planning, Process Improvement, Customer Service, Team Building, Team Leadership, Public Speaking, Microsoft Excel, Microsoft Office
Education
Cedarville University 1993 — 1995
BA, Comprehensive Bible - Christian Education/Youth
Malone University 1991 — 1993
Ed Hinders, AIF Ed Hinders, AIF's CBIZ Retirement Plan Services Experience December 2006 - Present
Job Specializing in Retirement Plan Consulting, Investment Advisory & Fiduciary Governance Solutions at CBIZ RPS
Industry Investment Management
Experience
CBIZ Retirement Plan Services December 2006 - Present
Mercer June 2001 - December 2006
Sentry Insurance June 1981 - June 2001
MetLife May 1976 - June 1981
Skills
Defined Benefit, 401k, Defined Contribution, Pensions, Retirement Planning, Employee Benefits, ERISA, Leadership, Retirement Plan..., Insurance, Fiduciary, Mutual Funds, Investments, Profit Sharing, Qualified Retirement..., Property & Casualty..., Securities, Investment Advisory..., Accredited Investment..., 403 b, Public K-12 Retirement..., Higher Education..., Fiduciary Governance, Fiduciary Risk..., 457 Plans
Education
Arizona State University 1974 — 1975
Xavier University 1971 — 1974
Lima Central Catholic 1967 — 1971
CBIZ Retirement Plan Services December 2006 - Present
Mercer June 2001 - December 2006
Sentry Insurance June 1981 - June 2001
MetLife May 1976 - June 1981
Skills
Defined Benefit, 401k, Defined Contribution, Pensions, Retirement Planning, Employee Benefits, ERISA, Leadership, Retirement Plan..., Insurance, Fiduciary, Mutual Funds, Investments, Profit Sharing, Qualified Retirement..., Property & Casualty..., Securities, Investment Advisory..., Accredited Investment..., 403 b, Public K-12 Retirement..., Higher Education..., Fiduciary Governance, Fiduciary Risk..., 457 Plans
Education
Arizona State University 1974 — 1975
Xavier University 1971 — 1974
Lima Central Catholic 1967 — 1971
Dana Rossman Dana Rossman's CBIZ Retirement Plan Services Experience May 2014 - June 2015
Job Consumer Trends Analyst at American Greetings
Industry Marketing and Advertising
Experience
American Greetings June 2015 - Present
CBIZ Retirement Plan Services May 2014 - June 2015
Society of American Studies Scholars August 2014 - May 2015
Delta Sigma Pi January 2014 - May 2014
Miami University Equestrian Team August 2013 - May 2014
Delta Sigma Pi August 2013 - December 2013
University Honors Program August 2013 - December 2013
Delta Sigma Pi, Professional Business Fraternity January 2013 - May 2013
Collaborent Group May 2012 - August 2012
Johnny's Downtown November 2009 - March 2011
Skills
Marketing, Advertising, Leadership, Research, Logo Design, Social Media Marketing, Facebook, Social Media, Market Research, Budgets
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Marketing, Senior
Walsh Jesuit High School 2007 — 2011
American Greetings June 2015 - Present
CBIZ Retirement Plan Services May 2014 - June 2015
Society of American Studies Scholars August 2014 - May 2015
Delta Sigma Pi January 2014 - May 2014
Miami University Equestrian Team August 2013 - May 2014
Delta Sigma Pi August 2013 - December 2013
University Honors Program August 2013 - December 2013
Delta Sigma Pi, Professional Business Fraternity January 2013 - May 2013
Collaborent Group May 2012 - August 2012
Johnny's Downtown November 2009 - March 2011
Skills
Marketing, Advertising, Leadership, Research, Logo Design, Social Media Marketing, Facebook, Social Media, Market Research, Budgets
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Marketing, Senior
Walsh Jesuit High School 2007 — 2011
Tate Hager's CBIZ Retirement Plan Services Experience June 2007 - Present
Job Daily Valuation Manager Retirement Plan Services
Industry Financial Services
Experience
CBIZ Retirement Plan Services June 2007 - Present
Skills
Retirement, 401k, 403b, Pension Administration, Compliance Testing, ERISA, Defined Contribution, Relius Administration, Employee Benefits, Retirement Planning, Financial Services
Education
Frostburg State University 2003 — 2007
Bachelor’s Degree, Business Administration - Financial Management
CBIZ Retirement Plan Services June 2007 - Present
Skills
Retirement, 401k, 403b, Pension Administration, Compliance Testing, ERISA, Defined Contribution, Relius Administration, Employee Benefits, Retirement Planning, Financial Services
Education
Frostburg State University 2003 — 2007
Bachelor’s Degree, Business Administration - Financial Management
Gina Grey's CBIZ Retirement Plan Services Experience January 2008 - Present
Job Divisional Controller
Industry Financial Services
Experience
CBIZ Retirement Plan Services January 2008 - Present
NorthPoint Accounting, LLC 2006 - Present
PricewaterhouseCoopers 1992 - 1994
Skills
Accounting, Account Management
Education
Cleveland State University
Business Administration, Accounting
CBIZ Retirement Plan Services January 2008 - Present
NorthPoint Accounting, LLC 2006 - Present
PricewaterhouseCoopers 1992 - 1994
Skills
Accounting, Account Management
Education
Cleveland State University
Business Administration, Accounting
Sheryl Culp's CBIZ Retirement Plan Services Experience June 2014 - Present
Job Owner Culp Photography & Executive Assistant at CBIZ Retirement Plan Services
Industry Photography
Experience
Culp Photography January 2004 - Present
CBIZ Retirement Plan Services June 2014 - Present
Greensburg Park Self Storage 2006 - Present
Tegrit Group October 2012 - May 2014
Skills
Commercial Photography, Portrait Photography, Portraits, Photography, Fine Art Photography, Event Photography, Digital Photography, Photos, Wedding Photography, Headshots, Weddings, Photojournalism, Senior Portraits, Administrative Work, Executive...
Education
The University of Akron
BS Business Admin, Marketing/Marketing Management, General
Culp Photography January 2004 - Present
CBIZ Retirement Plan Services June 2014 - Present
Greensburg Park Self Storage 2006 - Present
Tegrit Group October 2012 - May 2014
Skills
Commercial Photography, Portrait Photography, Portraits, Photography, Fine Art Photography, Event Photography, Digital Photography, Photos, Wedding Photography, Headshots, Weddings, Photojournalism, Senior Portraits, Administrative Work, Executive...
Education
The University of Akron
BS Business Admin, Marketing/Marketing Management, General
Bob Fischgrund's CBIZ Retirement Plan Services Experience February 1990 - Present
Job Executive Vice President at CBIZ
Industry Financial Services
Experience
CBIZ Retirement Plan Services February 1990 - Present
CBIZ 1990 - Present
Linde Thomson Law Firm January 1983 - February 1990
Education
University of Denver - Sturm College of Law 1976 — 1980
JD, LLM in Taxation
University of North Carolina at Chapel Hill 1972 — 1976
BA, Economics
CBIZ Retirement Plan Services February 1990 - Present
CBIZ 1990 - Present
Linde Thomson Law Firm January 1983 - February 1990
Education
University of Denver - Sturm College of Law 1976 — 1980
JD, LLM in Taxation
University of North Carolina at Chapel Hill 1972 — 1976
BA, Economics
Glen Archinal's CBIZ Retirement Plan Services Experience Pension ActuarySummit Retirement Plan ServicesOctober 2006 - Present
Job Consulting Actuary at CBIZ Retirement Plan Services
Industry Accounting
Experience
CBIZ Retirement Plan Services Pension ActuarySummit Retirement Plan ServicesOctober 2006 - Present
Tegrit Group 2006 - 2012
Skills
Actuarial, Pensions, Retirement, Defined Benefit, Compliance, Plan Design, Actuarial Science, ERISA, Defined Contribution, Pension Administration
Education
The Ohio State University 1970 — 1972
Bachelor of Science (B.S.), Statistics, cum laude
CBIZ Retirement Plan Services Pension ActuarySummit Retirement Plan ServicesOctober 2006 - Present
Tegrit Group 2006 - 2012
Skills
Actuarial, Pensions, Retirement, Defined Benefit, Compliance, Plan Design, Actuarial Science, ERISA, Defined Contribution, Pension Administration
Education
The Ohio State University 1970 — 1972
Bachelor of Science (B.S.), Statistics, cum laude
Sarah Cathey, RPA's CBIZ Retirement Plan Services Experience September 2009 - Present
Job Experienced 401(k) Professional serving smalltomid sized companies
Industry Financial Services
Experience
CBIZ Retirement Plan Services September 2009 - Present
Skills
Forecasting, Relationship Management, Pricing, Salesforce.com
Education
University of Missouri-Columbia 2004 — 2008
Business Administration, Finance
CBIZ Retirement Plan Services September 2009 - Present
Skills
Forecasting, Relationship Management, Pricing, Salesforce.com
Education
University of Missouri-Columbia 2004 — 2008
Business Administration, Finance
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Ernst & Young
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EY