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Actuarial Solution

The CBIZ Actuarial Solution™ 
The CBIZ Actuarial Solution™ will ensure your plan is on track to meet goals and obligations. By conducting plan design and analysis, actuarial valuations, and cash flow testing, CBIZ will provide improved forecasting and suggestions on reducing risk, maximizing benefits and minimizing costs. With CBIZ, your plan runs more smoothly.

The CBIZ Actuarial Solution™ also gives you the confidence that your plan is in compliance because we’ll complete all your filings, notices and required forms. On time. Every time. Without worry.

Whether you have a pension plan or are in the health care sector, let CBIZ help you manage your benefit plan from beginning to end. 

The CBIZ Actuarial Solution™
Services: Pension
  • Data & Asset Reconciliation
  • Annual Actuarial Valuation
  • Actuarial Assumption Review
  • AFTAP Certification and Notice
  • Employee Benefit Statements
  • PBGC Filings and Notice
  • IRS Form 5500 and Schedules
  • Forecasting Plan Costs
  • Plan design analysis to maximize
    benefits and minimize costs
  • Asset/Liability Study to establish and maintain the investment and funding policies
  • Lump Sum/Annuity Calculations
  • QDRO Processing
  • Actuarial Services to Public Employee Retirement Systems
The CBIZ Actuarial Solution™ Services: Health Care
  • Claims Cost Development
  • Actuarial Assumption Review
  • OPEB, FASB, GASB, IAS Valuation & Reporting
  • Plan Start-up and Termination Issues
  • Market and Plan-specific Trend Analysis
  • Medicare Part-D Attestation
  • M&A Due Diligence
  • Plan design analysis to maximize benefits and
    minimize costs

Types of Plans Served


Defined Benefit
  • Cash Balance
  • Traditional

    Your Single Solution
    One unique facet of using CBIZ as your benefit plan partner is the convenience of being able to choose both actuarial and administrative assistance from one provider. Learn more about the Administration Solution

    CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. market investment advisory, third party administration, actuarial and other corporate retirement plan services. Investments and advisory services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.   CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)



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    Case Studies

    Download the following case studies to see results CBIZ achieved for a few of our defined benefit plan sponsors.

    CBIZ helps surgical center design an efficient cash balance plan

    CBIZ improves investment managers for union's defined benefit plan