Before we come up with the right answers, we ask the right questions.
Before making any recommendations, it is the policy of The CBIZ Consulting Group
to determine precisely what you want your program to accomplish.
In addition to identifying your long-term goals, we first take into account the available financial resources, both present
and projected.
Next we explain in depth the various features of each type of plan.
After working closely with you to determine your needs, we make our recommendations, prepare and implement the
appropriate plan, then help administer the plan on an annual basis.
We can also assist you in reviewing your investment alternatives, developing an investment policy statement, and
purchasing the desired investments.
In addition to assisting in the preparation of the plan and trust documents, we prepare all other required forms and
documents, including the summary plan description.
Finally, we submit forms, documents and other material to the appropriate government agencies both for initial
approval and subsequent required reporting. A qualified retirement plan need not be complex or costly. We make
every effort to eliminate the burden of plan implementation and ongoing administration, while keeping within or below
your budget.
Click here to see a partial list of the plan types we offer.