SERVICES INCLUDE:
401(k)/Profit Sharing Plans
- Plan Administration
- Design
- Safe Harbor 401(k) Plans
- Cross-Tested, New-Comparability
- 401(k)/Payroll Integration
Defined Benefit Plans
- Plan Administration
- Design
- Traditional Defined Benefit Plans
- Cash Balance Plan design & implementation
- Floor Offset Plan design & implementation
Form 5500 Compliance & Preparation
Actuarial services
- Post-Retirement Benefit valuation services
- Non-Qualified Deferred Compensation plans
- FAS 87, 106, 132 & 158 Disclosure support
Employee education & communication
IRS/DOL compliance & fiduciary responsibility review
Maximization of retirement plan value to heirs
Feasibility studies
Your business is all about people. At CBIZ Actuarial & Benefit Consultants, so is ours.
Our mission is simple: to work with clients to develop a comprehensive and successful retirement program that meets their organization's goals and that allows their organization to attract and retain quality employees.
CBIZ professionals enable you to focus on what truly matters - your employees, your clients, and the ultimate success and growth of your business.
Why CBIZ?
We provide a full range of retirement plan services. Our professionals will work closely with you to understand your business, your employees, and other relevant factors which impact the attainment of your retirement plan objectives.CBIZ Actuarial & Benefit Consultants is part of CBIZ (NYSE: CBZ), a professional services company, providing a comprehensive range of business services, products, and solutions that help our clients grow and succeed by better managing their finances and employees. These services include Accounting & Tax, Employee Benefits, HR Consulting, Mergers & Acquisitions, Payroll, Property & Casualty, and Valuation services.
With over 140 offices and 5,000 associates in major metropolitan areas and suburban cities throughout the US, CBIZ serves organizations of all sizes as well as individual clients across the nation by providing national caliber expertise combined with a highly personalized level of service delivered at the local level.
