About Us


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 collectively possess hundreds of accreditations and certifications related to the retirement industry. Our team is comprised of specialists from across the actuarial, administration 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. 

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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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