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CB I Z Re s pon s e │ Pa g e 24
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Retirement Plan Services Organization Chart
Meet Your Retirement Plan Services Team
JACK KELLER, RPA
Vice President – Not-For-Profit Market
As a Vice President and Senior Consultant, Jack functions as the not-for-profit lead for CBIZ Retirement Plan
Services’ in Kansas City. Jack manages the development and implementation of investment and fiduciary best
practices on behalf of plan sponsors. He aids with 403(b) specific vendor relationships, communication, and
retention of healthcare and 403(b) clientele.
816.945.5177
CINDY ORR. RPA, TGPC, AIF
Vice President of Client Services and National
Director of CBIZ Financial Wellness Solutions
Cindy has been with CBIZ since 1993 in the Retirement Plan Services Department. Cindy takes an active role as
liaison between clients and their service providers. Cindy has extensive experience in 401k, 403b and other
defined contribution arrangements. Her responsibilities include assisting Plan Sponsors in developing a
governance process, designing the plan to meet their corporate philosophy, conducting plan management reviews
with the Committee, providing insightful employee education and being a helpful resource for Plan Sponsors.
816.945.5199
Cindy Orr, RPA,
TGPC, AIF
Vice President of
Client Services and
National Director of
CBIZ Financial
Wellness Solutions
Bob Fischgrund,
J.D., LL.M
Executive Vice
President
Jack Keller, RPA
Engagement Leader and Vice
President – Not-For-Profit
Market
CONSULTANT
ACCOUNT
MANAGEMENT
Scott Robison
Investment Analyst
Eric Endress, CFA, AIF
Senior Investment
Consultant
Pattie Stahm, ERPA,
QPA, QKA
Senior Compliance
Consultant
RESOURCES
“Cindy Orr… just finished leading us through the
process to move our 403(b) and 457 plans to a
single provider. Their leadership, along with the
VALIC team made the transition very smooth.”