Retirement Plans

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Long Business Description

CBIZ Retirement Plan Services assists plan sponsors and participants with managing the various components of their retirement plan(s). CBIZ Retirement Plan Services is an independent provider of consulting solutions to public, private and non-profit organizations. CBIZ professionals have developed a proprietary risk management solution, known as The Fiduciary Risk ManagerTM, to help plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. The solution also helps participants successfully reach their retirement goals. The Fiduciary Risk ManagerTM assists plan sponsors and participants by documenting the necessary steps surrounding the six primary risk areas relating to the management of the retirement plan.

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Michael Aquino, CPA
Office location(s)
Philadelphia, PA, USA
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Long Business Description

Financial planning and Wealth Management firm focused on impact across public and private market investing.

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Jock Payten, Founder
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Other area of expertise
Healthcare 3rd Party Medical Insurance AR Finance
Long Business Description

Park National Family of Community Banks offers a unique combination of sophisticated services and local expertise. We have the strength and resources of a large bank, with the reliability and values of a top community bank.

Business Contact Name
John Stevens, Healthcare AR Finance
Office location(s)
Newark, Ohio, USA