Retirement & Investment Solutions | Defined Benefit Administration Services | CBIZ, Inc

Defined Benefit Administration Services

Today more than ever, plan sponsors need to be at the top of their game to keep pace with the fast and ever-changing demands of their role.

The retirement and investment solutions practice of CBIZ specializes in benefit administration, employee communications and state-of-the-art technology. We provide comprehensive solutions to tackle your human resources projects and fill in short-term staffing gaps.

Outsourcing and Co-Sourcing

We specialize in providing high-quality defined benefit and health and welfare administration services (outsourcing or co-sourcing), benefits technology and compliance support. CBIZ provides comprehensive solutions for organizations through our experienced employee benefits knowledge, exceptional quality and custom solutions at an equitable cost. This allows you to have peace of mind that your employees are receiving the highest quality of customer service with the right mix of technology and compliance support – delivering for you and them.

Administration Resources

  • De-Risking
  • Plan Terminations
  • Annuity Provider Search
  • Severance Administration
  • Pension administration
  • Health and welfare administration
  • Communication campaigns

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

For important disclosures please click here.