Retirement & Investment Solutions

Managing retirement plan and investment complexities can be time-consuming. From market volatility and regulatory changes to longer participant or trustee life spans, this dynamic process requires special attention. CBIZ Retirement Plan Services and CBIZ Investment Advisory Services work together to provide comprehensive solutions to fulfill each client’s unique needs.

We provide a broad range of actuarial, administration and investment advisory solutions to thousands of institutional and private clients, in the areas of:

Defined Contribution Plans

Defined Benefit Pension Plans

Cash Balance Plans

Foundations & Endowments

Individuals & Trusts

Corporate Liquidity Accounts

Other Post-Employment Benefits Plans (OPEB)

Finding the time and information needed to administer a compliant, effective retirement plan, manage changing regulations, and select investments can be tough – especially while carrying out other critical tasks for your organization.

Having a partner can help. We are a team of specialists focused on assisting plan sponsors like you, in staying up to date on the latest regulations, educating participants or performing actuarial valuations, so you can focus on your business. CBIZ Retirement Plan Services offers complete consulting, administration and actuarial services.

If you have a problem, it’s likely that we’ve seen it before and have a solution ready for you. Our goal is to be a comprehensive resource for you and your team.

At CBIZ Retirement Plan Services, we understand the importance of dedicated employees. We have a team of over 400 professionals throughout the United States who possess hundreds of accreditations and certifications related to the retirement industry. Our team is comprised of specialists from across the actuarial, administrative and advisory fields.

Our objective is to provide exceptional services to help you achieve your organizational goals. We are dedicated to your success and the success of your employees.

CBIZ Retirement Plan Services has the specialized knowledge, industry experience and unbiased advice to help mitigate the risk and stress that comes with plan sponsorship.

CBIZ RPS offers a unique blend of national presence and neighborhood service. Our network of professionals works together to ensure CBIZ RPS is a leading force in the retirement plan industry—with the scope and reach to serve nearly any client.

Whether you’re an organization looking for new solutions, a client expanding services, a participant looking for help, or simply conducting research on market options, we encourage you to contact us.


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

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