Biography
Cindy Orr
Cindy Orr
Senior Account Executive
corr@cbiz.com
913.234.100
Cindy has been with CBIZ since 1993. She has a life/health, Series 6 & 63 licenses, is an Investment Advisor and received the designation of Retirement Plans Associate (RPA) from CEBS in 2004.
As the Senior Account Executive for our retirement plan clients, Cindy takes an active role as liaison between the client, investment company and record keeper(s) for 401(k), 403(b), 457, Profit Sharing Plans and Defined Benefit Plans. Her responsibilities include plan design, implementation or conversion processes, employee educational meetings and Plan (fiduciary) reviews.
Cindy strives to provide a high level of service to all parties involved in the establishment and maintenance of a qualified plan. Excellent organizational and communication skills and her admirable gift for detail make her an excellent resource to employers in servicing of their retirement program.