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Bernard Kaplan

Managing Director, JD, LLM

Phone: 617-761-0541
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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.

Education

  • Bachelor of Science, Northeastern University
  • Juris Doctor, New England School of Law
  • Master of Law in Taxation, Boston University School of Law

Community Involvement

  • Jewish Community Housing for the Elderly, Chair of the Board of Directors
  • Brimmer and May School, Board of Trustees

Professional Memberships

  • American Society of Pension Professionals and Actuaries (ASPPA)
  • Massachusetts Bar Association
  • Boston Bar Association
  • The College & University Professional Association for Human Resources (CUPA-HR)

Associated Offices

Boston - CBIZ MHM, LLC - Boston 500 Boylston Street
4th Floor
BostonMA  02116
Providence - CBIZ MHM, LLC - Providence One Citizens Plaza
9th Floor
ProvidenceRI  02903
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