Gary  Cook, CPC, CFP®, ERPA

Gary is a senior vice president and senior plan consultant at CBIZ Retirement Plan Services. He is responsible for designing and administering defined benefit, 401(k) and profit sharing plans. Gary assists clients in the areas of nondiscrimination testing, mergers, acquisitions, divestitures and controlled or affiliated service group determinations. He has represented clients in Internal Revenue Service audits.

Gary lives in Phoenix, Arizona with his wife and two sons.

• B.S., Finance, Arizona State University

• Certified Pension Consultant (CPC)
• Certified Financial Planner (CFP®)
• Enrolled Retirement Plan Agent (ERPA)

Gary has been a guest speaker on employee benefits topics with numerous organizations, including the Western Pension & Benefits Conference.

• CBIZ RPS was listed as a PLANADVISER Top 100 Retirement Plan Adviser every year since 2014.

• Retirement Plan Services
• Retirement Plan Consulting Services