David Newman, QPA, QKA, ERPA | CBIZ, Inc.

Employee

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David Newman, QPA, QKA, ERPA

Compliance Manager

Phone: 610-862-2345
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Overview

David is a compliance manager at CBIZ Retirement Plan Services. Dave and his team are responsible for managing various compliance-related projects for clients, such as plan document preparation, submission to the Internal Revenue Service (IRS) for approval, IRS and Department of Labor voluntary correction programs and IRS and DOL plan audits.

Dave and his wife, Amy, live in Chalfont, Pennsylvania. They have two children, Gabrielle and Geoffrey.

Education

  • M.B.A., Temple University
  • B.S., Business, Pennsylvania State University

Professional Designations

  • Qualified Pension Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)
  • Enrolled Retirement Plan Agent (ERPA) 

Awards

  • CBIZ RPS was listed as a PLANADVISER Top 100 Retirement Plan Adviser every year since 2014.

Associated Offices

Philadelphia - CBIZ RPS - Philadelphia 401 Plymouth Road
Suite 200
Plymouth MeetingPA  19462
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