Bob is a member of the Provider Solutions Group, working with clients on fee benchmarking studies, vendor searches and other plan sponsor projects. He has thirty years of diverse benefits experience working in consulting firm and financial institution environments.
Prior to joining PEI, Bob worked for CBIZ Retirement Plan Services where he helped clients manage their fiduciary obligations in sponsoring retirement plans; this included the establishment and monitoring of plan investment menus, optimizing plan design consistent with plan sponsor goals, and maintaining compliance with government regulations. Prior to CBIZ, Bob worked for Merrill Lynch managing a team of client relationship managers.
Bob holds a BA in Economics from Rutgers University.