Patricia Stahm

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Patricia Stahm

Senior Retirement Compliance Consultant

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  • Overview

    Pattie is a senior retirement compliance consultant at CBIZ Retirement Plan Services. She provides professional, consultative support related to plan compliance, design and administration. Pattie is responsible for monitoring the daily administration of plans, testing and the filing of Form 5500s to help ensure the plans are in compliance with current laws and legislation.

    Pattie lives in Scottsdale, Arizona with her husband, Brian, and children, Margaret and Spencer.

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