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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)
PLANSPONSOR Best of the Best Retirement Plan Advisers (2009) by PLANSPONSOR Magazine
– An award designed
to recognize the contributions of the nation’s best financial advisers in helping make retirement security a reality for
workers across the nation. The award seeks to acknowledge a demonstrated excellence and commitment to the
retirement plan business, as evidenced by increased participation rates, enhanced rates of participant deferrals,
improved asset allocations, reduced fees, or expanded service levels.
Training/Seminars/Conferences Attended
PLANADVISER National Conference (PANC) 2016 –
The PLANADVISER National Conference is the leading event to help
retirement plan advisers to remain competitive in this environment and continue to serve plan sponsors and
participants. PLANADVISER was the first dedicated publication solely for specialist advisers who sell and service
qualified and non-qualified retirement plans, and the PLANADVISER National Conference remains the industry’s most
dynamic and insightful gathering of the nation’s premier retirement plan advisers.
TIAA Consultant Forum
– The TIAA Consultant Forum provides advisors and consultants with insights, guidance, and
tools that will help them better serve their clients. The forum is led by a panel of industry experts covering topics such
as government regulations, market and economic trends, and tools to improve plan sponsor satisfaction.
401(k) Coach® Program
– The 401k Coach® Program has been developing curriculum for retirement plan
professionals to build and refine their practice. The Program educates members on the latest trends and changes in
the pension industry, covering topics on employee education and advice, fiduciary responsibility, and plan
administration best practices.
Center for Due Diligence (CFDD) Conference
– The CFDD Conference is a two and one-half day all business event
featuring sixty different content-rich industry learning sessions. The timely agenda helps advisors adapt to an evolving
industry, differentiate, increase value and grow business.
ASPPA Conference
– Attendees of this conference share quality time with representatives from every aspect of the
retirement plan industry, including representatives from the IRS and DOL. The conference is a learning opportunity
attended by over 1,600 retirement plan industry professionals. Attendees can access a number of different workshops
focusing on all areas of the retirement business.
Association of Jesuit Colleges and Universities (AJCU) -
The AJCU Finance Officers Conference meets annually and
communicates regularly through an active AJCU listserv. At their annual meeting, attendees are given the opportunity
to share ideas and information through panel and round-table discussions, utilizing a mix of industry experts and
institutional representatives to bridge the theoretical and conceptual with real world practical application.
Association of Independent Colleges & Universities of Ohio (AICUO)
-The Association of Independent Colleges and
Universities of Ohio was organized in 1969 to represent the interests of its 53 members to Ohio's lawmakers,
regulators and citizens. AICUO seeks to strengthen student financial aid programs and bring about a greater
understanding of the benefits and contributions of Ohio independent colleges and universities. At the same time, the
association works to promote the well-being of Ohio higher education as a whole, with special regard for the dual
private/public nature of the responsibility to serve the educational, social, and cultural needs of the state and the
nation.
Association of College and University Business Officers (ACUBO) 2014-2016
– A membership organization
representing more than 2,500 colleges, universities and higher education service providers across the country and
around the world. We sponsor ACUBO at Regional levels. Members, sponsors and exhibitors of:
o
WACUBO
– Western Association of College and University Business Officers
o
EACUBO
- Eastern Association of College and University Business Officers
o
CACUBO
– Central Association of College and University Business Officers
o
OACUBO
– Ohio Association of College and University Business Officers
o
IA-ACUBO
– Iowa Association of College and University Business Officers
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