About Us
Val Ortega, AIF® has joined the HRB team after 14 years working for major recordkeeping platforms. She has extensive experience understanding ERISA Plan Sponsor duties, the value recordkeepers and other service providers bring and how to maximize those offerings for the employer and employees. She has a passion for providing education to help more people achieve a successful retirement.
Valeria Ortega is registered with and securities are offered through Kovack Securities, Inc. Member FINRA www.finra.org /SIPC www.sipc.org. 6451 N. Federal Hwy. Suite 1201, Ft Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. HRB Retirement, LLC, and HR Benefits are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Val Ortega is registered in FL.
The New Way to success. advance. progress.
HRBenefits (HRB) is a Florida based, full service company with a team of professionals specializing in designing and implementing the most sophisticated solutions available in the world of modern healthcare and human resources.
Our unique approach provides employers of all sizes the navigational tools that assist with HR Administration, Employee Benefits, Labor Compliance and the complex Affordable Care Act. HRB delivers a comprehensive strategy tailored to fit your company. Our scope includes focusing in on critical factors like geographic regions, employee demographics and diverse/multilingual cultures.
Corporate Capabilities
HRB is one of the most reputable independent employee benefits consulting firms across the United States. Our team of professionals provide employee benefit services and consulting to corporate employers by serving them as an intermediary with providers. HRB presents the client, not the provider, and has no direct affiliation with any vendor or product.
HRB is large enough to matter and small enough to care. One of our Principals will always be directly responsible and will oversee every Key Account Client relationship.
Principals
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Mario Roiz is the managing principal and founder of HRB. Mr. Roiz has served the employee benefits industry for more than 25 years and holds three of the most prestigious designations available in the Health Care industry, Registered Employee Benefits Consultant (REBC), Registered Health Underwriter (RHU) and a designation created in the wake of the Supreme Court’s decision on the Patient Protection and Affordable Care Act, Chartered HealthCare Consultant (CHC).
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Vivian Roiz has more than 30 years experience in marketing, operations and the financial management of small and medium sized businesses within the employee benefits industry. Ms. Roiz holds various State of Florida licenses including Life and Health Agent.
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Jorge Rivero began his career with the US Department of Labor in 1978 serving as District Director for South Florida. His duties included the enforcement, compliance, education and information programs conducted under the statutory authority for the Fair Labor Standards Act, Family and Medical Leave Act and others. Mr. Rivero is currently an independent Federal Labor Law Consultant and a member of the South Florida Compensation and Benefits Association.
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Yordy Rivero began her career more than 20 years ago at a company with over 900 employees providing policy development and implementation, leadership training, succession planning, key employee selection, coaching and development. She presents at various Local and National conferences on topics of HR Best Practices & Recruiting. She excels in Strategic Planning, Project Development, HR Management (emphasis on training, recruiting and employee relations), Workers’ Compensation, Executive Coaching and Payroll Administration.
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Larry Grudzien, JD, LLM is an attorney practicing exclusively in the field of employee benefits, with more than 26 years in this field. His strong experience guides you through qualified plans, health and welfare, fringe benefits and executive compensation area. Grudzien's extensive practice on advising on all aspects of employee benefit law including, drafting and reviewing individually designed and prototype retirement plans, performing due diligence on employee benefit issues for merger, acquisition and outsourcing transaction and advising on administrative and design issues. Mr. Grudzien is the author of “Simplified Employee Survivor Manual,” co-author of Designing & Administering 401(k) & Simple Retirement Plans,” and contributing editor for the Journal of Pension Benefits.