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Advisory Solution


Trust the nationally-recognized team of retirement plan specialists at CBIZ Retirement Plan Services to improve your retirement plan.

While assisting our clients through the years, we have discovered six main problem areas of retirement plans: Fiduciary Governance, Investments, Compliance, Fees & Expenses, Mergers & Acquisitions, and Participants.

As a result, we developed our proprietary consulting solution, The CBIZ Fiduciary Risk Manager™, to help our clients identify and navigate the risks of sponsoring a retirement plan.

Fiduciary Governance: Initially, we help clients establish a formal documented governance process which in turn, lowers organizational risk, reduces personal liability and delegates fiduciary duties.

Compliance/Actuarial: Our consultants ensure your plan remains in compliance through proper administration and successful completion of all required filings and notices.

Investments: If you don’t have the in-house expertise, or want to diminish the risk by hiring a 3(21) or 3(38) fiduciary, our team can help. Independent and credentialed experts review your investment offerings and make recommendations that will provide plan participants the best mix of investment options to meet their retirement goals.
Fees & Expenses: Our periodic examination and benchmarking processes will help you examine the fees and expenses of your retirement plan to ensure “reasonableness” and potentially negotiate lower prices.

Mergers & Acqusitions: 
You can rely on the experienced team at CBIZ to reduce the anxiety of converting or merging retirement plans—including changing recordkeepers. 

Participants: By focusing on the five areas listed above, you’re helping to ensure your participants have a great plan to reach retirement readiness. Additionally, CBIZ offers multiple ways to help you educate, advise and communicate with plan participants. We have printed materials, as well as unbiased, in-person experts and technology-based products to assist you in educating your employees.
From ensuring that your plan is operating within the latest compliance regulations to identifying the best investment options for plan participants, CBIZ has the specialized retirement plan knowledge, industry experience and unbiased advice to reduce the risk and stress that comes with plan sponsorship.

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
our plan sponsors.

CBIZ helps global company improve participation rate by 22%

CBIZ helps publicly traded company save $500,000

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