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Investments and advisory services offered through CBIZ Financial Solutions,
Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ
Retirement Plan Advisory Services. CBIZ Financial Solutions, Inc. is a
subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)
 “What is Ethics” – Speaking Engagement, Professional Standards Seminar (April 2016)
 “Regulatory Catch All” – Speaking Engagement, CCA Webcast Series (March 2016)
 “U.S. Stocks Fluctuate Amid Data as Investors Await Fed Decision” – Bloomberg Business (March 2016)
 “What to Expect Now From the Federal Reserve” – U.S. News & World Report (March 2016)
 “IRS Issues Proposed Regulation: Significant Changes to General Nondiscrimination Testing Relief for Closed Defined
Benefit Plans” – ASSPA ASAP News Bulletin (February 2016)
 “Global Markets Are Falling Out of Lockstep, and That’s a Good Thing”- Bloomberg Business (February 2016)
 “Ask the Experts” – Panelist at the Los Angeles Advanced Pension Conference (January 2016)
 “Cash Balance Interest Credit Rates” – Speaking Engagement at the Los Angeles Advanced Pension Conference
(January 2016)
 “Volatile Week for U.S. Stocks Ends in Draw as Fed Meeting Looms” – Bloomberg Business (December 2015)
 “3 Plan Providers Talk about myRAs” – Benefits Pro (November 2015)
 “Protecting your Bonds in Today’s Low-Yield Environment” – Kiplinger (October 2015)
 “Plans Must Carefully Field ERISA Claims and Settlements” – PLANADVISOR (August 2015)
 “Inflation Barely Moving, Despite the Fed’s Efforts” – Marketplace (August 2015)
 “Peeling the Onion on 401(k) Fees” –Speaking Engagement for National Tool & Machining Association (NTMA)-
Financial Manager Roundtables (July 2015)
 “Communicating Complicated Benefit Packages” – PLANADVISOR (July 2015)
 “Liability Protection for Plan Sponsors” – PLANADVISOR (June 2015)
 “U.S. Stocks Rebound” – Wall Street Journal – (May 2015)
 “Target Date Funds” – Speaking Engagement at The Employee Benefits Institute Conference (April 2015)
 “Helping Employers Understand the Difference Between Retirement Plans” – Employee Benefit Advisor (April 2015)
 “Actuaries Rely on Advisers” – Employee Benefit Advisor (January 2015)
Industry Awards
 PLANADVISER Top 100 Retirement Plan Advisers (2017) – The PLANADVISER Top 100 Advisers is an annual listing of
the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative
measures.
 PLANADVISER Top 100 Retirement Plan Advisers (2016) – The PLANADVISER Top 100 Advisers is an annual listing of
the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative
measures.
 PLANADVISER Top 100 Retirement Plan Advisers (2015) – The PLANADVISER Top 100 Advisers is an annual listing of
the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative
measures.
 Forbes America’s Best Employers (2015) – America’s Best Employers is a list compiled by Forbes based on the surveys
of 20,000 American employees working for large U.S. companies and institutions and U.S. divisions of international
firms. The survey had employees rank how likely they were to recommend their employer to others.
 PLANADVISER Top 100 Retirement Plan Advisers (2014) – The PLANADVISER Top 100 Advisers is an annual listing of
the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative
measures.
 CFA Institute Most Outstanding Society - Orlando (2014) – CFA Institute places tremendous value on its member
societies and the work they do to help lead the investment profession globally by setting the highest standards of
ethics, education, and professional excellence for the ultimate benefit of society.
 PLANSPONSOR 403(b) Buyers Guide (2012 & 2013) – CBIZ RPS has been recognized as the largest Northeast Ohio
based 403(b) retirement plan consultant.
 300 Most Influential Defined Contribution Advisors for 2009 (April 5, 2010) by – Every year 401kWire,
401kExchange and The Boston Research Group sponsor the list which recognizes leaders and top performers in the
group retirement industry.
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