Patricia Stahm

Senior Retirement Compliance Consultant

EMail: pstahm@cbiz.com

Phone: 602-308-6632

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Overview

Pattie is a senior retirement compliance consultant at CBIZ Retirement Plan Services. She provides professional, consultative support related to plan compliance, design and administration. Pattie 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.

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

Pattie 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.

Pattie is a member of the Executive Board of the CBIZ Women’s Advantage program.

Speaking Engagements

Pattie 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 Retirement Plan Services was named one of PLANADVISER’S Top 100 Retire-ment Advisers for the last five consecutive years.

Specialties

Associated Offices

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

For important disclosures, please visit:

https://www.cbiz.com/insurance-hr/services/retirement-plan-services/rps-disclosures

Employee