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CBIZ Retirement Plan Services Philadelphia 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 Philadelphia 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.

David Newman, QPA, QKA, ERPA David Newman, QPA, QKA, ERPA Compliance Manager
Anthony Scalfaro Anthony Scalfaro Retirement Plan Consultant

About CBIZ Retirement Plan Services

  • Nationally Recognized by PLANADVISER as a Top 100 Retirement Plan Adviser1
  • 300 accreditations and certifications collectively earned by the teams at CBIZ RPS & CBIZ IAS
  • 400 professionals nationwide
  • $52 billion2 assets under advisement
  • 6,000 clients nationwide

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Contact Philadelphia
 401 Plymouth Road, Suite 200 | 
 Plymouth Meeting, PA 19462 | View Map
 Email Us
 866.560.2431

*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 Financial Solutions, Inc. or CBIZ Investment Advisory Services, LLC) 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 is supplied by the advisers themselves.

2As of December 31, 2019, CBIZ Investment Advisory Services, LLC and CBIZ Financial Solutions, Inc. together have assets under advisement in excess of $52 billion.  Please see each Firm’s Form ADV Brochure at www.adviserinfo.sec.gov.

 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. Investment advisory and investment management services offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser.  Investments, investment advisory and investment management services may also be offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

For important disclosures please click here.