VNAProposal_CBIZResponse

CB I Z Re s pon s e │ Pa g e 25

SCOTT ROBISON

Investment Analyst

Scott has worked in the financial services industry since 2006 with the past seven years specializing in retirement

plan services. Over this time period, Scott has assisted plan sponsors with the development of investment

lineups, the monitoring of investments, plan implementation and conversion, as well as participant education.

Scott also provides investment management services to high net worth individuals.

816.945.5250

BOB FISCHGRUND, J.D., LL.M.

Engagement Leader and Executive Vice President

Bob has over thirty years of experience in employee benefits, retirement programs and general business planning.

Bob is an expert on the design, maintenance and compliance of benefit programs, with a focus on investments and

fiduciary compliance for 401(k), 403(b), 457 and defined benefit plans.

816.945.5181

ERIC ENDRESS, CFA, AIF

Senior Investment Consultant

Eric’s core responsibility is to consult with institutional clients to help them better manage the various aspects of

their retirement programs. He works with plan sponsors of public, private and non-profit organizations. Eric also

establishes CBIZ’s investment due diligence processes and manages its’ team of Investment Consultants. Eric

was named a top retirement plan advisor under age 40 by the National Association of Plan Advisors (NAPA).

216.520.6161

PATTIE STAHM, ERPA, QPA, QKA

Senior Compliance Consultant

Pattie has over twenty years of experience in qualified retirement plan design and administration. She specializes

in defined contribution 401(k) and 403(b) plan consulting. She consults on all aspects of plan design,

implementation and administration, for both small and large plans. Her expertise includes nondiscrimination

testing, Form 5500 requirements, plan design and documentation issues, distribution and loan requirements,

plan termination procedures and filings required under the various governmental agency corrections programs.

In addition to her work with qualified retirement plans, Pattie also has extensive experience with the 5500 filing

and disclosure requirements for welfare plans.

602.308.6632