Retirement & Investment Solutions | Investment Advisory, Consulting & Compliance

Retirement & Investment Solutions

Managing retirement plan and investment complexities can be time-consuming. From market volatility and regulatory changes to longer life spans, this dynamic process requires special attention. The Retirement & Investment Solutions practice of CBIZ provides comprehensive solutions to fulfill each client’s unique needs.

Providing comprehensive solutions customized to meet your specific 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 PlansOur consultants provide a wide range of services to Defined Contribution Plans to help meet your investment advisory, compliance and administration needs by providing a comprehensive consulting solution, The CBIZ Fiduciary Risk Manager™.
  • Defined Benefit Plans: Our consultants help meet the needs of Defined Benefit Plans by providing a wide range of services, including: actuarial, investment advisory, administration and pension de-risking and termination..
  • Foundations and Endowments: Our team can assist with developing and implementing strategic spending and investment policies to help meet your institutional goals.
  • Individuals and Trusts: Our team will work with you to gather information about your time horizon, risk tolerance, tax status, income needs and other considerations to help you reach your goals.
  • Retiree Readiness: Our team takes a holistic approach to helping plan sponsors guide their employees to retiree readiness, and ultimately financial wellness.

CEFEX provides an independent recognition of CBIZ Investment Advisory Services' conformity to a defined Standard of Practice. It implies that CBIZ Investment Advisory Services can demonstrate adherence to the industry's best practices, and is positioned to earn the public's trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices.


Download our Public Certification Report

Download our CEFEX 15 Year Certification


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.

View our ADV

Form CRS: Please view our client relationship summary

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