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 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:
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.
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.