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CBIZ RPS - Uniontown

Industry Expertise

 

 

CBIZ Retirement Plan Services wants to earn the loyalty of our clients by delivering creative, value-added services through retirement plan services, actuarial consulting, and administration by integrating experienced people and best business practices. We will do so in an environment that maintains the highest ethical standards.

 

 

Types of Plans Served

  • Defined Benefit 
    Traditional
    Cash Balance 
  • Defined Contribution 
    401(k)
    Profit Sharing
    403(b) 
    457(b)
    Health & Welfare
    Retiree Medical SERPs
    ESOP
    Nonqualifed 
    Corporate
    ERISA & Governmental Plans

 

 

ACTUARIAL SERVICES
Defined Benefit Plans and Cash Balances Plans are the most complex of all retirement programs. CBIZ Retirement Plan Services prides itself on having four of the best enrolled actuaries in the business to help plan sponsors design and manage these programs. The Pension Protection Act of 2006 has added substantial reporting and administrative requirements to the already complex maze of compliance requirements. CBIZ is at the forefront of addressing clients’ needs in this challenging retirement plan marketplace. In 2012 CBIZ began providing actuarial services to public employee retirement systems.

Proper plan administration is critical. CBIZ relieves the sponsor of this burden with professional administrative support and consultation.

 Actuarial Consulting Services:

  • Pension Funding Valuations
  • Plan Design and Consulting
  • Funding Projections and Planning
  • Plan Termination Analysis and Administration
  • Mergers & Acquisitions
  • Ad Hoc Actuarial Analysis
  • Attestations for Medicare Part D Reimbursement
  • FASB 87/88/158 Accounting for Pension Plans
  • FASB 106/158 Accounting for Retiree Medical Plans
  • Benefit Calculations
  • Participant Reporting
  • Forms and Notices Processing
  • Lump Sum/Annuity Calculations
  • Employee Call Center Assistance
  • QDRO Processing
  • Public Employee Retirement Systems

DEFINED CONTRIBUTION
The modern 401(k) plan is a high tech savings tool that gives retirement plan participants an efficient method for saving for retirement, deferring taxes and investing in the market place.

CBIZ Retirement Plan Services has the right experience, right services and right strategic partners to create the right plan for your company.

  • Complete Plan Document Services – Preapproved and Custom Documents including IRS Determination Letter Filings
  • Creative Plan Design and Consulting Services for qualified 401(k), 403(b), 457(b) and ESOP plans, as well as, Nonqualified Plans
  • Custom Projections for Budgeting and Compensation Planning
  • Web-based Client Interface to Streamline Communications and Document Retention
  • Full ERISA and IRS Compliance Services
  • Plan Participant Call Center and Distribution Services

Successful plan administration assists the plan sponsor in meeting their fiduciary responsibility to the plan as well as helping to provide a path for participants to achieve their retirement goals.

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