Tailored to Your Needs
Amid an increasingly competitive landscape, having a dynamic benefits strategy is more important than ever. CBIZ harnesses the power of national resources paired with personal, local service to provide innovative solutions tailored to your unique goals. Your CBIZ team can help you maintain a compliant and cost-effective benefits program that empowers your employees while setting your organization up for success and growth.
Benefits Services
Actuarial Services
CBIZ can help you save time, reduce expenses, and mitigate financial risk with actuarial solutions tailored to your unique needs.
Retirement Plans
CBIZ offers a wide range of actuarial solutions to help your retirement plan stay compliant, meet objectives, and operate efficiently.
Learn MoreHealth Plans
CBIZ can help you manage your health benefits with a comprehensive suite of actuarial services.
Learn MoreOther Benefits
Our experienced team of actuaries can assist with benefits including workforce reduction programs and other post-employment benefits (OPEB).
Learn MoreEmployee Benefits Administration
CBIZ delivers end-to-end operational support to help ensure accurate and efficient administration.
Eligibility, Enrollment & Life Event Processing
Accurate, timely administration of eligibility and enrollment across health and welfare benefits to ensure employees get the right coverage at the right time.
Learn MoreFlexible Benefits
End-to-end administration of tax-advantaged benefit programs that help employees save while simplifying employer oversight.
Learn MoreVendor & Carrier Management
Strategic oversight of benefit vendors and carriers to ensure performance, accountability, and value.
Learn MoreBenefits Technology
Benefits platform configuration and integration support that keeps systems aligned, data accurate, and employees informed.
Learn MoreBilling & Payroll Reconciliation
Financial oversight that aligns carrier premiums with payroll deductions to reduce leakage and surprises.
Learn MoreCOBRA & Continuation
Compliant administration of COBRA and continuation coverage designed to minimize risk.
Learn MoreEmployee Benefits Consulting
Optimize your employee benefits program with benefits consulting services. We offer end-to-end plan design and management support, from initial plan review and refinement to compliance management, vendor selection, and renewal negotiations. The result is a comprehensive, competitive benefits program that empowers your workforce to thrive and positions you as an employer of choice.
Employee Experience Consulting
Build a happy, healthy, and engaged workforce with an intentional employee experience strategy.
Learn MoreRegulatory & Compliance Support
Stay up to date on state and federal mandates that may impact your employee benefits plan.
Learn MoreData-Driven Cost Containment
Leverage powerful data analytics to drive cost containment, enhance plan design and optimize member experience.
Learn MoreAlternative Benefit Solutions
Leverage unique, non-traditional healthcare solutions tailored to meet the distinct needs of underserved markets.
Learn MoreProfessional Employer Organization (PEO) Consulting
Expand your access to payroll solutions, HR services, and competitive health plans with PEO services.
Learn MoreHuman Resources (HR) Services
Meet your workforce’s human resources needs efficiently and effectively with full-service HR solutions. CBIZ provides substantive knowledge, experience, and best practices in the field of human resources through a variety of consulting and outsourcing services. Our goal is to provide the HR support your employees need to be productive and successful.
Read MoreRetirement Plan Administration
Administering an effective and compliant retirement plan requires continuous attention and knowledge. CBIZ offers retirement plan administration solutions designed to streamline your administrative processes and help maintain compliance with regulations.
Third Party Administration
CBIZ provides annual administration, plan document, and consulting services designed to help you save time, money, and resources.
Defined Benefit Administration
Pension plan administration can be complex and time-consuming, but CBIZ makes it easy to handle this burden by streamlining your administrative processes and assisting with plan administration.
Learn MoreRetirement Plan Consulting
CBIZ can help you maintain a compliant, effective, and competitive retirement plan. Our team provides retirement plan consulting services for various plan types, including 401(k), 403(b), 401(a), 457(b), defined benefit, cash balance, and more.
Defined Contribution Plans
Our consultants provide a wide range of services for 401(k) and 403(b) plans with the goal of mitigating risk and supporting retirement outcomes.
Connect with a SpecialistDefined Benefit Plans
Regardless of whether your plan is active, closed, or frozen, our consultants can provide a wide range of solutions for your defined benefit pension plan.
Contact Us TodayCash Balance Plans
CBIZ offers investment management and third party administration services to help you establish and manage a cash balance plan throughout its entire life cycle.
Contact Us TodayNonqualified Plans
Your CBIZ team can help you implement and administer a nonqualified plan to enhance your total rewards program.
Connect with a SpecialistMultiple Employer Plans/Pooled Employer Plans (MEP/PEP)
As a recognized leader in MEPs and PEPs, CBIZ can help professional organizations and industry associations understand the unique benefits of pooled plan solutions and how participating organizations can lower their administrative and fiduciary burden.
Connect with a SpecialistGovernmental Plans
CBIZ can help public entities throughout the process of sponsoring a governmental retirement plan, including defined benefit, 401(a), and 457(b) plans.
Contact Us Today
Guide2026 Market Outlook: Key Benefits, Risks, and Workforce Trends
Uncover opportunities for growth with our predictive outlook, which is packed with forward-looking analyses and resources to help you thrive.
Industry-Specific Solutions
Explore custom insurance solutions designed for your industry.
Balancing mission and budget isn’t easy. Attract and retain talent with competitive benefits while managing cost constraints, compliance demands, and diverse workforce needs.
A competitive labor market and high-risk environments make benefits critical for construction companies. CBIZ supports workforce retention while managing rising costs and compliance complexities.
Workforce expectations are shifting across manufacturing, distribution, retail, and more. Stay competitive with benefits that support retention, productivity, and cost control.
High performers expect more than a paycheck. Differentiate your company with benefits that support recruitment, retention, and evolving workforce expectations.
Public sector organizations face growing pressure to do more with less. Deliver meaningful benefits while navigating strict budgets, regulations, and workforce expectations.
High turnover and workforce shortages challenge senior living providers. Strengthen retention with benefits that support caregivers while managing rising costs.
Not-for-Profit & Education
Balancing mission and budget isn’t easy. Attract and retain talent with competitive benefits while managing cost constraints, compliance demands, and diverse workforce needs.
Explore Industry Solutions
CBIZ helps not-for-profit and education organizations design benefits strategies that are both mission-driven and people-centric. We provide guidance on plan design, cost containment, and compliance while supporting populations with tailored solutions, including health and welfare plans, retirement programs, and voluntary benefits. With a focus on long-term sustainability, our consultants strive to help you stay competitive and budget-aligned.
Construction
A competitive labor market and high-risk environments make benefits critical for construction companies. CBIZ supports workforce retention while managing rising costs and compliance complexities.
Explore Industry Solutions
CBIZ delivers benefits solutions built for the unique demands of the construction industry. We help contractors and specialty trades design competitive health, retirement, and ancillary benefits designed to attract skilled labor and reduce turnover. Our consultants address multi-state compliance, union considerations, and workforce variability with data-driven, cost-effective strategies — so you can control spend while supporting employee wellbeing.
Consumer & Industrial Products
Workforce expectations are shifting across manufacturing, distribution, retail, and more. Stay competitive with benefits that support retention, productivity, and cost control.
Explore Industry Solutions
CBIZ partners with consumer and industrial product companies to build scalable benefits strategies. We help design data-driven health plans and retirement offerings that align with employee needs and business goals. From plant workers to corporate teams, our solutions support engagement, manage rising healthcare costs, and maintain strong total rewards packages.
Professional Services
High performers expect more than a paycheck. Differentiate your company with benefits that support recruitment, retention, and evolving workforce expectations.
Explore Industry Solutions
CBIZ helps professional services firms implement benefits strategies designed to attract and retain top talent. We align health, retirement, and executive benefits with your firm’s growth goals and compensation philosophy, striving to ensure benefits meet the needs of both leadership and staff. With a focus on flexibility and personalization, our consultants help enhance your employee value proposition and retain key contributors.
Government
Public sector organizations face growing pressure to do more with less. Deliver meaningful benefits while navigating strict budgets, regulations, and workforce expectations.
Explore Industry Solutions
CBIZ supports government entities with benefits strategies that balance fiscal responsibility and workforce needs. We provide guidance on plan design, compliance, and long-term cost management, helping you deliver sustainable health and retirement programs. Our team understands the complexities of public sector benefits, and we partner with you to enhance employee satisfaction while maintaining transparency and accountability to stakeholders.
Senior Living
High turnover and workforce shortages challenge senior living providers. Strengthen retention with benefits that support caregivers while managing rising costs.
Explore Industry Solutions
CBIZ helps senior living organizations build benefits programs to support caregivers and enhance retention. We design cost-effective health, wellness, and voluntary benefits tailored to a workforce that often faces demanding schedules and high burnout risk. Our consultants also address compliance and workforce management challenges unique to healthcare environments. By aligning benefits with employee needs, we strive to help you enhance engagement and maintain quality of care.

CEFEX provides an independent recognition of CBIZ Investment Advisory Services’ conformity to a defined Standard of Practice. It implies that CBIZ Investment Advisory Services can demonstrate adherence to the industry’s best practices, and is positioned to earn the public’s trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices.
Download our Public Certification Report
Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.
Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.
CBIZ Financial Solutions, Inc. is a Broker/Dealer, member FINRA, SIPC and registered investment adviser.
View our ADV
Form CRS: Please view our client relationship summary
For important disclosures please click here.
Download the ReportHow Decision-Making Mindsets Shape Middle Market Performance















