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Karen Roberts, CEBS, CRSP, QKA

Vice President of Plan Operations and Compliance

Phone: 407-377-2123
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Overview

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.

 

Education

  • B.S., Accounting, Point Park University
  • B.S., Commerce & Engineering Sciences (Operations Management), Drexel University

Professional Designations

  • Certified Employee Benefit Specialist (CEBS)
  • Certified Retirement Services Professional (CRSP)
  • Qualified 401(k) Administrator (QKA)

Awards

  • CBIZ RPS was listed as a PLANADVISER Top 100 Retirement Plan Adviser every year since 2014.
  • NAPA Top Women Advisors, Captain (2018)

Associated Offices

Orlando - CBIZ RPS - Orlando 2290 Lucien Way
Suite 260
OrlandoFL  32751
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