Retirement & Investment Solutions | Actuarial Services | CBIZ, Inc

Actuarial Services

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The challenges of sponsoring a defined benefit retirement program are unique. In addition to adhering to the ever-changing landscape of regulatory and compliance issues, sponsors need to be vigilant in aligning their investment and funding policies to minimize balance sheet, cash flow and expense volatility. We can help you manage your benefit plans from beginning to end. We assist with plan design, compliance, actuarial valuations, cash flow testing and forecasting. 

Retiree Health Care Actuarial Services

Our team can assist with:

  • Claims cost development
  • Actuarial assumption review
  • Annual actuarial valuation and financial reporting
  • Marketing and plan-specific trend analysis
  • Medicare Part-D attestation
  • Premium rate development
  • Cash flow projection and planning strategies 
  • IBNR and reserve analysis
  • M&A due diligence 
  • Plan start-up
  • Termination issues

Defined Benefit Actuarial Services

Our team can assist with:

  • Data and asset reconciliation 
  • Actuarial assumption review
  • Annual actuarial valuation and financial reporting
  • AFTAP certification and annual funding notices
  • PBGC filings, IRS forms and schedules
  • Compliance review and testing
  • Employee benefits statements
  • Cash flow projection and planning strategies
  • Plan design analysis 
  • Asset/liability study
  • Pension plan de-risking
  • Plan termination

GASB Services

Our team can assist with:

  • Review the necessary documents
  • Collect data and claims information
  • Determine liabilities and expenses
  • Assess GASB implications 
  • Recommend changes and solutions to mitigate GASB benefit cost

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.

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