Pattie is a Senior Retirement Compliance Consultant for CBIZ Retirement Plan Services and is an Enrolled Retirement Plan Agent (ERPA) which allows her to represent clients before the IRS on retirement plan related issues. She is also a credentialed member of the American Society of Pension Professional and Actuaries holding the Qualified Pension Administrator (QPA) and Qualified 401(k) Administration (QKA) designations.
Pattie has over 25 years of experience in qualified retirement plan design and administration. She specializes in defined contribution 401(k) and 403(b) plan consulting. She consults on all aspects of plan design, implementation and administration, for both small and large plans. Her expertise includes nondiscrimination testing, Form 5500 requirements, plan design and documentation issues, distribution and loan requirements, plan termination procedures and filings required under the various governmental agency corrections programs. In addition to her work with qualified retirement plans, Pattie also has extensive experience with the 5500 filing and disclosure requirements for welfare plans.
Pattie is a frequent speaker at local events on the topic of Form 5500 preparations and retirement plan administration. She is a past National Executive Board Member of the CBIZ Women’s Advantage Program and is the Program Leader for the Phoenix office. In this role, she facilitates personal and professional growth development programs for female associates as well as organizing business development networking events.
Western Pension & Benefits Council - Member, Past President, Past Treasurer
CBIZ Leadership Council, Member, 2016-2018