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 Plans: Our 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.