We are an ERISA 3(38) investment manager, and we apply the same best practice principles to our 457 plans to take the risk of choosing investments off of you1. We’ve been independently assessed by DALBAR2 to ensure we meet the
standards that you’d expect from a 3(38) investment manager.
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1While an investment manager assumes the risks associated with choosing the investments in a 457 plan, you remain responsible for monitoring the quality of the services provided by the investment manager.
2The DALBAR 3(38) Certification Program provides an independent assessment of an investment manager’s ability to satisfy the requirements of ERISA section 3(38). CBIZ InR has met the requirements set forthby DALBAR to become a DALBAR Certified ERISA 3(38) Investment Manager.
*$250,000 savings applies to the first year implemented.
Investment management services to pension and profit sharing plans including governmental and/or municipal defined benefit plans, Deferred Retirement Option Plans and individuals provided by CBIZ Investment Advisory Services, LLC, dba CBIZ InR, SEC Registered Investment Adviser. For information about additional service offerings, please see the Form ADV 2A for CBIZ Investment Advisory Services, LLC at adviserinfo.sec.gov.
Copyright © 2020, CBIZ, Inc. NYSE Listed: CBZ. All rights reserved.
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