Defined Benefit Plan Sponsor Guide

Defined Benefit Retirement Plan Sponsor Guide

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Flat lay of Defined Benefit Plan Sponsor Guide


This defined benefit retirement plan sponsor guide provides you with information that can help you fulfill your duties as a plan sponsor and fiduciary, ensure accurate data maintenance and calculations, strive to improve funded status and assist your employees when their retirement dollars are needed. It includes:

  • The Basics
  • Administering a Plan
  • Assessing your Liabilities
  • Investment Strategies
  • Risks Associated with Your Plan
  • De-Risking Your Plan
  • Supporting Participants

 Administering a compliant and effective retirement plan while staying current with ever-changing regulations and selecting investments is never simple. Get a free copy of the Defined Benefit Retirement Plan Sponsor Guide to ensure you fulfill all duties as a plan sponsor.


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.

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