Case Studies



A small healthcare organization sought to replace its outdated timekeeping and payroll tracking systems. 
Plan sponsor recognized data issues for their plan participants were potentially impacting pension payment calculations.
The plan sponsor had not reconciled the pension payment data in their pension administration system with the pension payments actually being made each month by the plan’s custodian trustee.
The school district had experienced extreme budget pressures, driven primarily by increasing expenses and budget cuts.
The plan sponsor had never performed an independent death audit of their retirees who were collecting pension payments. 
CBIZ InR assisted theclient in the following ways:
A government agency structured as a Joint Powers Authority required a member-wide appraisal. 
A statewide association of counties sponsors a defined benefit pension plan for its member counties. 

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