BJ

Bill Jones

Director, Defined Benefits

Bill Jones, CRSP, is currently the Director of Defined Benefits at CBIZ, where they lead a team of 14 and ensure accountability across various resources. Previously, they held senior roles at companies such as Evonik and Creative Retirement Services, specializing in ERISA compliance and retirement plan administration. Bill also served as a Director at American Express and Transamerica, achieving significant profitability increases and client retention rates. With a Bachelor's Degree in Accounting from Georgia State University, they have extensive experience in managing large-scale retirement plans and consulting on fiduciary issues.

Location

Phoenix, United States

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