Overview

Cindy is a Managing Director in the Kansas City office of CBIZ MHM, LLC and is also the President of MHM Retirement Plan Solutions LLC, with over 30 years of experience in her field. Cindy is also a licensed CPA who practices public accounting. MHM Retirement Plan Solutions is a third-party administration firm for qualified retirement plans, including ESOPs. Services provided include plan design and consulting, participant recordkeeping, asset reconciliation, nondiscrimination testing, preparation of Form 5500 and assisting plan sponsors navigate the various IRS and DOL plan correction programs that are available.

Currently, Cindy is a committee member of the Employee Benefit Institute; a nonprofit educational program sponsored by the University of Missouri=Kansas City School of Law and has previously served as chair of the committee. She is a former member and chair of the AICPA Technical Resource Panel for Employee Benefits and has also served on numerous AICPA special task force committees. Cindy has been a recurring speaker at the American Institute of Certified Public Accountants National Conference on Employee Benefit Plans.

Education