Stephen J. Butler
 
 

Stephen J. Butler

Senior Vice President

 925.956.0505
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  • Overview

    Steve is a senior vice president for CBIZ Retirement Plan Services. He works with plan sponsors to help them meet their organization’s retirement plan goals. Steve implements the CBIZ RPS proprietary fiduciary risk management process known as The CBIZ RPS Fiduciary Risk Manager™, which was established to help plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Steve provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations. Steve has worked with the Department of Labor to assist in establishing guidelines help to ensure full disclosure of fees and services to plan sponsors.

    He is the author of numerous books on retirement plans. Steve has written a financial column for the Bay Area News Group newspapers. He is the originator of the “Butler Index”, an index of total costs of 401(k) plans that has been featured in articles in the New York Times and the Wall Street Journal. He has also coproduced a retirement investment pilot program, which was aired on National Public Television stations throughout the country.

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