When We Say "State-Of-The-Art", It Is A Statement Of Fact
The CBIZ Consulting Group is just as conscientious about administering our plans
as we are about formulating them. We are state-of-the-art in every way.
Ultra-modern technologies are used for record keeping, client communication, and regular
submission of reports.
Our operation is highly automated and our staff is carefully selected and regularly updated on
all new developments in the areas of employee benefits and retirement plans.
Just a few of the administrative services that we provide for retirement plans include:
Employee Orientation and Education
Investment Selection
Calculation of Contribution Limitations
Discrimination Testing
Preparation of the Form 5500 Series
Daily Record Keeping
Calculation of Benefits for Participants that Terminate or Retire
Preparation of Benefit Statements for Plan Participants
Preparation of Form 1099 for Plan Distributions
In essence, we take all of the difficulty out of maintaining an employee benefit plan.
Click here to see a partial list of the plan types we offer.