Working With Us
CBIZ specializes in providing benefits administration services, benefits technology, and compliance support to empower your employees to live their best financial lives while keeping your plan compliant and operating efficiently. Depending on your needs, we offer a variety of solutions designed to help you and your employees.
Benefits Administration Services
The administration of a defined contribution plan requires continuous attention and in-depth knowledge. CBIZ offers administration services to help you provide a competitive, cost-effective plan that remains compliant with current regulations.
Third-Party Administration Services
CBIZ provides annual administration, plan document, and consulting services designed to help you save time, money, and resources.
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.
Pension Administration Solutions
By taking on some or all of your pension administration responsibilities, CBIZ can help you reduce risk, increase efficiency, and support participants.
Cash balance plans have become a popular choice for businesses to provide significant retirement accumulations for business owners and key employees while meeting the employer obligation to provide a meaningful retirement benefit to employees.
Third-Party Administration
CBIZ can help you manage your cash balance plan throughout its entire life cycle.
CBIZ offers integrated software solutions to help you manage your flexible spending accounts, stay compliant, and enhance your personalized benefit options.
Consumer-Driven Health Plans
Our easy-to-use online portal securely stores employee data while giving employees 24/7 online access to their account and a benefits debit card. Our HIPAA-compliant platform allows you to easily access reports and alerts while letting us handle the intricate details of nondiscrimination testing, plan document creation and annual updates, and claims adjudication.
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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.
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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.
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Form CRS: Please view our client relationship summary
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