Personalized Account Management Evaluation Checklist

Personalized Account Management Evaluation Checklist



This is an exclusive event for our Retirement & Investment Solutions clients only. The session will be a collaborative discussion on the future of the retirement industry and the evolution of support for participants in retirement plans. Panelists will speak to why their firms are continuing to invest in the employee revolution, where they believe the industry is headed, and specific offerings available in this area today like advisor managed accounts.




Milovancev, Stan portrait638176762740750891 Stan Milovancev, Executive Vice President - CBIZ



Rathbun, Anna638176044871557803  Anna Rathbun, Chief Investment Officer – CBIZ 

Nathan Voris638176769405004335  Nathan Voris, Head of Channel Strategy – Morningstar, Inc.

Ken-Verzella638176759298485159  Ken Verzella, Vice President, Participant Advisory Services – Empower

Brian-Bender  Brian Bender, Managing Director, Head of Workplace Financial Services – Schwab

Jeff-Cimini   Jeff Cimini, SVP, Strategy and Financial Management – Voya Financial






If you require a reasonable accommodation in order to participate in this event, please email or call (816)841-4025.

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc..