October 22, 2020



About The Event

This presentation will address:

  • How to navigate a rapidly changing retirement marketplace
  • Trends in investments, well-being and employee psychology
  • Actionable steps to help your organization manage your retirement plan
  • Potential retirement plan solutions to ease business cash flow
  • Lessons from real-world retirement plan sponsors

This Program, ID No.  533284 , has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

This program is valid for 1.00 Professional Development Credit toward SHRM-CP and SHRM-SCP recertification.

Upcoming Health & Wealth Events

Speaker Details

Karen Roberts, CEBS, CRSP, QKA

Vice President of Plan Operations and Compliance, CBIZ

Karen is a vice president of plan operations and compliance at CBIZ Retirement Plan Services. Her core responsibility is to assist clients with retirement plan compliance and consulting, including plan design, mergers and acquisition and fiduciary risk management. Karen implements The CBIZ RPS Fiduciary Risk Manager™, a proprietary process established to help individuals manage the personal liability associated with being a fiduciary to a qualified plan.

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