Rose Portley
 
 

Rose Portley

Actuarial Services Consultant

 609-895-5334
  • Overview

    Rose is an actuarial services consultant at CBIZ Retirement Plan Services. She performs annual actuarial work for defined benefit and defined benefit and defined contribution combo plans. This includes preparing annual valuations, government forms, benefit statements, and coverage as well as non-discrimination testing.

    Rose resides with her husband, Steve, and their three children in Cinnaminson, New Jersey.

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