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.