Managing retirement plan and investment complexities can be a full-time job. You want a qualified team you can trust to fulfill their obligations to you and your employees.
We have been helping both businesses and individuals for decades and are honored to have received organizational credentials, certifications and awards for our services. Here is a snapshot of our noteworthy recognitions.
PLANADVISER Top 100
CBIZ Retirement Plan Services is proud to have been named a PLANADVISER Top 100 Adviser every year since 2014- an achievement possible only because of the hundreds of plan sponsors who trust us for our knowledge, experience and responsiveness.
The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from Reponses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. CBIZ Retirement Plan Services was the sole recipient of the PLANADVISER Top 100 Retirement Plan Adviser in years 2014 – 2020. Beginning in 2019, quantitative variables and information for the survey was supplied by CBIZ Retirement Plan Services in conjunction with CBIZ Investment Advisory Services.
PLANSPONSOR 2021 Defined Benefit Administration Survey
PLANSPONSOR provides an annual ranking of defined benefit plan administrators. CBIZ Retirement Plan Services was recognized as a Top 15 Administrator, ranking #11 based upon the total number of participants served.
Barron's Top 15 Institutional Consulting Team
CBIZ Investment Advisory Services has been named #11 on the Barron’s 2021 Top 100 Institutional Consulting Teams list, an annual listing of the nation’s top wealth management teams specializing in investing for large organizations, including pension plans, university endowments, charitable foundations, and the like. These teams also serve individual investors, many of whom want institutional-style oversight of their investments. The list is drawn solely from a set of quantitative variables and the information in the survey supplied by the advisers themselves.
The teams of CBIZ Retirement Plan Services and CBIZ Investment Advisory Services are comprised of over 400 employees who have collectively earned more than 300 accreditations or certifications relating to retirement plans and investments. Many of these accreditations required years of study and hours of continuing education. Learn more.
Press Releases & CBIZ in the News