Rick is an executive vice president at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. He works with plan sponsors to help them meet their organization’s retirement plan goals. Rick helps plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Rick provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.