Wednesday, October 7th / 1pm - 2pm Central Time / Admission is FREE
CSA is proud to bring together a group of experts for this virtual panel discussion. They will discuss the current disruptions we are facing due to the virus and how to get through them from a benefits standpoint. During registration, participants will have the opportunity to provide a question or comments to be discussed during the webinar.
William G. Karbon, MAAA, MSPA, CPC, CBIZ Retirement Plan Services
Bill is an executive vice president with CBIZ Retirement Plan Services. He is an Enrolled Actuary and Certified Pension Consultant and holds a B.A. degree in economics from Rutgers University. Additionally, he is a Member of the American Academy of Actuaries, American Society of Pension Professionals and Actuaries (ASPPA) and the American Society of Enrolled Actuaries (ASEA).
Mr. Frizzell comes to us providing insight from over 30 years of professional Human Resources Experience. His client base ranges from systems with fewer than 15 employees to over 400. He has served over 200 organizations, in 37 states including Distribution Systems, Generation & Transmission, and Statewides. Since 2001 he has been guiding not- for-profit utilities through various disruptions that challenge management including 9/11, the 2008 recession, and now the current pandemic. He has been a Human Resources Manager in both the public and private sector. He holds a Master’s Degree in Industrial/ Organizational Psychology, and a Bachelors in Psychology and Human Resources Management.
Dan Taylor joined Benefits Law Group in February 2020, bringing 22 years of experience with legal compliance for health & welfare benefits, including compliance with ERISA, HIPAA, MHPAEA and the Internal Revenue Code. Prior to joining Benefits Law Group, Dan was Counsel in Alston & Bird’s Employee Benefits & Compensation group. During that time, Dan focused exclusively on health & welfare benefits, including drafting plan documents, providing compliance advice and negotiating vendor contracts for plan service providers. Dan has also served as in-house employee benefits counsel at Home Depot, where he was responsible for all aspects of Home Depot’s employee benefit plans.
Terri Taylor has over 25 years of experience in employee benefits, including qualified plans, executive compensation and health and welfare plans. She has been an attorney with Benefits Law Group, an Atlanta-based employee benefits boutique, for over 20 years. Benefits Law Group represents a wide range of clients but serves a particularly robust stable of governmental and tax-exempt entities, ranging from municipal utilities to the State of Georgia.
Hosted by your CSA retirement consultants for benefits:
Jeff Barnes, CFP, AIFA,Senior DC Investment Consultant
Jeff is a senior consultant for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. He specializes in continuing education program instruction for Certified Public Accountants, attorneys and defined contribution plan sponsors.
Jeff has been featured in several regional publications including the Memphis Business Journal and the Mississippi Lawyer Journal. He serves as a board member of the Soulsville Charter School in Memphis, and teaches Junior Achievement when he gets the chance.
Pat Winchester, AIF - CBIZ Retirement Plan Services Sr Vice President
Pat is a senior 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. Pat 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, Pat provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.
Pat serves on CBIZ’s National Retirement Expert Committee. This committee is responsible for selecting products, maintaining compliance with industry best practices and providing support to the CBIZ consulting network.