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Neal Malhotra

Vice President and Senior Plan Consultant

Phone: 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.

Education

  • B.S., Economics, The University of Chicago

Awards

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

Associated Offices

Denver - CBIZ RPS - Denver 4600 S. Ulster St., Suite 900

DenverCO  80237
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