Karen Barta
 
 

Karen Barta, CPFA, QKA

Lead Client Service Consultant

 925.956.0505
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  • Overview

    Karen is a lead client service consultant for the Retirement & Investment Solutions practice of CBIZ, Inc. She provides consulting and advisory services focused on client retention and overall client satisfaction. She coordinates external and internal services for smooth plan administration and best practices in plan design, vendor support and investment services.

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