CBIZ Retirement Plan Services Orlando 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 Orlando 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.

Martin Bel, CFA, AIF® Martin Bel, CFA, AIF® Senior Vice President
Karen Roberts, CEBS, CRSP, QKA Karen Roberts, CEBS, CRSP, QKA Vice President of Plan Operations and Compliance
Christine Moher Christine Moher Vice President of Operations

About CBIZ Retirement Plan Services

  • A Top 100 Retirement Adviser1
  • 300+ accreditations and certifications relating to retirement plans and investments
  • 400+ professionals nationwide
  • Provides investment advice to clients on total discretionary and non-discretionary assets in excess of $17 billion2
  • Provides a broad range of services to clients with excess of $100 billion in plan assets
  • 6,000+ clients nationwide


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 2290 Lucien Way, Suite 260 | 
 Orlando, FL 32751 | View Map
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1Rankings/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. The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey.The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves.

2As of December 31, 2017, per the FORM ADV for CBIZ Financial Solutions, Inc.

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