Retirement Plan Management & Investment Services

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RETIREMENT PLAN MANAGEMENT & INVESTMENT SERVICES



CBIZ Retirement Plan Services and CBIZ Investment Advisory Services work together to provide comprehensive solutions to fulfill each client’s unique needs. In this COVID-19 environment, for public entities with a plan already in place, we feature two services –

A retiree death audit captures payments made to deceased plan members. This is not uncommon and can amount to significant dollars. CBIZ audit specialists have the expertise and technology to provide an accurate accounting of deaths in your plan population and recoup those dollars for you.

An outside investment performance review may suggest ways to minimize the effects of COVID-19 on your retirement plan(s) and help your employees maximize retirement savings.

We offer two featured services for public entities grappling with this challenging COVID-19 environment.

HERE’S HOW WE HELP

We capture dollars dispersed in error. Additionally, we help clients keep retirement plans in compliance, reduce costs and assist in the ongoing management of plans, while simultaneously helping to increase employees’ probability of meeting retirement goals.


Resources and Case Studies

  • Counties in Statewide Association Realize $600k Cost Savings from Retiree Death Audit (case study)
  • Member Counties in Statewide Association Realize Significant Cost Savings from Pension Plan Review (case study)
  • Municipal Employees Save Over $250,000 in Fees in Their 457 Plan (case study)
  • Data Clean Up Project Saves $300,000 in Pension Overpayments (case study)
  • COVID-19's Impact on Retirement Plans Guide - Easing Business Cash Flow, Understanding Relief Provisions and Navigating the Current Financial Markets (quick download)
  • Retirement Plan Benchmark Report (quick download)
  • Ensuring Your Benefit Plan Is Compliant During COVID-19 (on demand webinar)
  • The CBIZ InR 457 Program (short overview video)

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

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    "CBIZ" is the brand name under which CBIZ CPAs P.C. and CBIZ Inc. and its subsidiaries, including CBIZ Advisors, LLC, provide professional services. CBIZ CPAs P.C. and CBIZ, Inc. (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CBIZ CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients. CBIZ, Inc. and its subsidiary entities provide tax, advisory, and consulting services to their clients. CBIZ, Inc. and its subsidiary entities are not licensed CPA firms and, therefore, cannot provide attest services.

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