NAPFA Fall 2023 National Conference Speaker

Karen Roberts is a director of client consulting with the Retirement & Investment Solutions practice of CBIZ, Inc. She leads the client service consultant team that assists clients with retirement plan compliance and consulting, including plan design, mergers and acquisition and fiduciary risk management. Karen has 35 years of retirement plan industry experience, and currently holds the Certified Employee Benefit Specialist (CEBS), Qualified 401(k) Administrator (QKA) and Tax-Exempt and Governmental Plan Consultant (TGPC) designations.