Karen is a vice president of plan operations and compliance at CBIZ Retirement Plan Services. Her core responsibility is to assist clients with retirement plan compliance and consulting, including plan design, mergers and acquisition and fiduciary risk management. Karen implements The CBIZ RPS Fiduciary Risk Manager™, a proprietary process established to help individuals manage the personal liability associated with being a fiduciary to a qualified plan.
Karen lives with her husband, Chris, and their two children in Oviedo, Florida. In her free time, she enjoys gardening, crafting and outdoor activities.