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Bernard Kaplan

Managing Director, JD, LLM

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  • Overview

    Bernie is a Managing Director and Leader of the Retirement and Benefit Plan Services Group at CBIZ & MHM New England (formerly CBIZ Tofias). He joined the company in 1985. Bernie consults on a wide variety of employee benefits topics with particular emphasis on retirement plans, executive compensation, nonqualified deferred compensation and 409A, and healthcare reform. He is responsible for providing design implementation and administration for retirement plans, including profit sharing, pension, 401(k), 403(b), 457, and employee stock ownership plans (ESOPs). He also represents clients before the IRS and DOL.

    Bernie has over 30 years experience as a pension consultant. He is a frequent speaker and has authored several articles on retirement plan design. Additionally, he has provided technical support to government officials and expert testimony regarding the private pension system. Bernie is the founder and past Chairman of the BKR Prototype Retirement Program. He was also an adjunct professor at Boston University, teaching a course in retirement planning for the University's Certified Financial Planning (CFP) Program.

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