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Patricia Stahm, ERPA, QPA, QKA

Senior Retirement Compliance Consultant

Phone: 602-308-6632
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Overview

Patti is a senior retirement compliance consultant at CBIZ Retirement Plan Services. She provides professional, administrative support related to plan compliance, design and administration. Patti is responsible for monitoring the daily administration of plans, testing and the filing of Form 5500s to help ensure the plans are in compliance with current laws and legislation. She is a member of the Executive Board of the CBIZ Women’s Advantage program.

 

Pattie lives in Scottsdale, Arizona with her husband, Brian, and children, Margaret and Spencer.

 

Professional Designations

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

Community Involvement

Patti enjoys volunteering with Kitchen on the Street to provide weekend food bags to children who receive subsidized meals from their schools, and with Paradise Valley Girls Softball League, a recreational league for elementary and middle school aged girls.

Speaking Engagements

Patti is a member of the Phoenix Chapter of the Western Pension & Benefits Conference. She frequently speaks at chapter events on the topic of Form 5500 preparations and retirement plan administration.

Awards

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

Associated Offices

Phoenix - CBIZ RPS - Phoenix 4722 N. 24th Street
Suite 300
PhoenixAZ  85016
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