Jennifer is an account manager at CBIZ Retirement Plan Services. She takes an active role as liaison between clients and their service providers. Her responsibilities include implementation, coordinating plan management reviews with the committee and being a resource for Plan Sponsors. Jennifer implements The CBIZ RPS Fiduciary Risk Manager™, a process established to help plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. She provides consulting services to private and public companies, as well as not-for-profit organizations.
Jennifer and her husband, Aron, reside in San Jose with their two children, Aiden and Amelia. In her free time, Jen enjoys outdoor activities and volunteering at her church and her children’s school.