Confidential Participant Questionnaire

Confidential Participant Questionnaire

Dear Participant, 

The retirement and investment solutions practice of CBIZ has been selected by your employer to serve as an independent registered investment advisor (RIA) to support your retirement plan.   As a representative of CBIZ, we will provide advice on how you might best manage your retirement portfolio. The ultimate decision on how your money is invested is your responsibility. You are under no obligation to use our services as a fiduciary advisor. 

In an effort to assist you with your investment decisions related to your retirement plan, we offer point-in-time investment advice services through CBIZ RPS representatives.  To provide you with a recommendation and to properly review your account, we ask that you complete this confidential participant questionnaire.  Once you have completed and submitted, a CBIZ representative will contact you to schedule a time to review your account and our recommendations. 

Should you have any questions when completing this form, please reach out to [email protected] and a representative will be in touch with you to assist.







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.

View our ADV

Form CRS: Please view our client relationship summary

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