Our Story | Retirement Plan Services

Our Story

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CBIZ Retirement Plan Services has been serving clients since October of 1998. Predecessor firms acquired by CBIZ, Inc. that now make up CBIZ RPS have served clients for over 40 years.

CBIZ Benefits & Insurance Services Division, which CBIZ Retirement Plan Services falls under, is a national provider of consulting and design services. We work with clients to develop a successful benefits strategy, provide CBIZ’s local benefits services, complemented by our national practice strength and knowledge, and use technology to enhance and streamline the delivery of these services.

CBIZ RPS believes that its diverse and integrated service offerings result in advantages for the client. We provide custom solutions that help clients manage their finances and employees. Additionally, working with one provider for several solutions enables CBIZ RPS’s clients to utilize their resources more efficiently by eliminating the need to coordinate with multiple service providers. The ability to combine several services through one trusted provider distinguishes CBIZ Retirement Plan Services from other service providers.

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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