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2020 Year in Review - Annual Report

Retirement Plan and Investment Solutions

Though 2020 was a challenging year, our teams at CBIZ Retirement Plan Services and CBIZ Investment Advisory Services, continued to find ways to support our clients and communities. In our 2020 Year in Review, we share some of the challenges of the past year and our teams accomplishments and insights through it all.

In this annual report we share:

A look back at the economy
Client spotlights
Our team and CBIZ community
Awards and recognitions
Thought leadership
A look ahead to 2021

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