CBIZ Retirement Plan Services Atlanta Overview
Retirement plans are a key benefit for your organization. A solid plan with a variety of investment options is an asset to both recruiting and retention.

Sponsoring a plan, however, can be complex. Keeping up with the latest regulations, educating participants, analyzing cost projections and responding to market changes takes up essential time in your day. CBIZ Retirement Plan Services would like to take this time, and give it back to you. 

Our Atlanta office provides a comprehensive service model to help plan sponsors manage the risk and complexities of plan sponsorship. Whether you sponsor a 401(k), 403(b), 457, 401(a), profit sharing plan, money purchase, non-qualified (DB & DC), pension, cash balance, SERP, VEBA, etc., we have an experienced administration, actuarial and advisory team ready to assist.

James P. (Pat) Winchester Sr. James P. (Pat) Winchester Sr. Senior Vice President

About CBIZ Retirement Plan Services

  • A Top 100 Retirement Adviser
  • 450+ accreditations relating to retirement plans and investments
  • 400+ professionals nationwide
  • Service plans with excess of $100 billion in plan assets
  • 7,500+ clients nationwide
Articles & Insights
In the News
Webinars & Events
Connect With Atlanta
Contact Atlanta
 3625 Cumberland Blvd., SE, Suite 1100 | 
 Atlanta, GA | View Map
 Email Us

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. (NYSE Listed: CBZ)

Rankings/recognition by unaffiliated rating services/publications should not be construed as a guarantee of a certain level of results if CBIZ Retirement Plan Services (CBIZ RPAS) is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by media sources are generally based on information prepared by the recognized advisor.