Retirement & Investment | Defined Contribution Administration Services

Defined Contribution Administration Services

The administration of a defined contribution plan requires continuous attention and knowledge. The retirement and investment solutions practice of CBIZ can help you provide a competitive cost-effective plan that is in compliance and up-to-date with regulatory changes.

Administration Resources

  • Annual administration services
  • Plan document services
  • Consulting services
  • Limited 3(16) administration services

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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Form CRS: Please view our client relationship summary

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