Staff & Associates

Our associates are certified in various professional fields. This interdisciplinary foundation enables us to manage all of your retirement needs.

Robert Zike, MBA, CEBS, CWPP, CAPP

President and Owner

 

Robert began his career in the retirement field in 1974 with the passage of the original ERISA legislation which birthed modern day pension law. Having earned his MBA in Finance with an undergraduate degree in Accounting from the University of Scranton, Scranton, PA, in 1977,he was uniquely positioned to take on a new industry. He was in the first graduating class at the University of Pennsylvania Wharton School, obtaining the Certified Employee Benefit Specialist (CEBS) designation in 1979. He is a Charter Member in the International Society of Certified Employee Benefit Specialists. Since then he has earned  the additional designations of  Certified Wealth Protection Planner (2007) and Certified Asset Preservation Planner (2009) from the Wealth Creation Institute. Bob keeps current through endless research and study in the world of retirement administration as well as with continuing education requirements. His expert opinions have earned him the nickname "The Pension Doctor" as he is sought after by retirement professionals, attorneys, accountants, and clients.

 

Bob and his wife reside in Stuart, FL and have 2 adult children. Bob is an avid volleyball enthusiast and has played for over 40 years.

 

 

Professional Areas of Expertise:

 

All areas of retirement planning with special emphasis on:

 

  •          Plan design and takeover with document services and needs analysis
  •          Technical analysis of plan legal ramifications
  •          Consultation with Actuary
  •          Complex and multiple contribution calculations
  •          Audit coordination
  •          All aspects of annual valuation reporting
  •         Governmental form analysis and completion
  •          Termination services including plan mergers, consolidations or transfer of plan assets



Bob may be contacted at rzike@ebcinconline.com



Jill P. Zike 

Vice President, Office Manager

 

Jill has worked with EBC, Inc. since it's inception in 1986. She has a B.S. degree in Accounting from the University of Scranton,  PA. She has many years of management and accounting experience in the banking industry, first in the Trust Department ,working in the area of  retirement accounting and then as Bank Auditor both in the Trust and Commercial Banking Divisions. She then worked in Commercial Branch Management and Installment, Mortgage and Commercial Lending at banks both in PA and in FL. Later, as Executive Director of a 501c(3), Jill's management and people skills were used in the non-profit arena.  Jill keeps EBC’s systems and organizational processes flowing smoothly as well as the in-house accounting. Her ability to see the big picture as well as the finer details brings support to her husband, Bob.

 

In addition to managing EBC, Jill volunteers as a Doctor of Clinical Spiritual Counseling to help many in need.

 

 

Professional Areas of Expertise:

 

  •          Organizational and system analyses
  •          Accounting and tax filings
  •          Payroll
  •          QuickBooks administration
  •          Personnel relations and oversight



Susan Chafin, Benefits Assistant

 

Susan joined EBC, Inc. in 2005, after a 15 year career in teaching.  Attending Endicott College in Beverly, MA and Palm Beach State College in Lake Worth, FL, she brings with her strong organizational and administrative skills. Susan has a unique ability to communicate effectively with our clients and other professionals.

 

Professional Areas of Expertise:

 

  •         Administrative support to the President and Vice President
  •         Client/broker communication and service
  •         Daily pension plan administration of files and recordkeeping
  •         Accounts payable and receivable
  •         Quickbooks accounting

 

Susan may be contacted at schafin@ebcinconline.com

 

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