Neal Malhotra
 
 

Neal  Malhotra

Vice President and Senior Plan Consultant

 303-790-0825
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  • Overview

    Neal is a vice president and senior plan consultant at CBIZ Retirement Plan Services. He is experienced in designing and administering defined benefit plans, 401(k) plans, 403(b) plans, profit sharing plans and employee stock ownership (ESOP) plans. He assists clients in the areas of nondiscrimination testing, employee communication, mergers, acquisitions, divestitures, controlled or affiliated service and group determinations. In addition, Neal has assisted numerous clients in the resolution of plan operational failures. Neal manages the retirement team out of our Denver office.

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