Defined Contribution Resources

Defined contribution plan sponsors are tasked with ensuring their plan is operating within the latest compliance regulations, to identifying the most appropriate investment options for plan participants. These tasks can be time consuming and difficult manage. To assist plan sponsors, CBIZ Retirement Plan Services developed The CBIZ RPS Fiduciary Risk Manager™. This process mitigates liability and improves governance across all six areas of primary risk:

  • Compliance/Administration
  • Investments
  • Participants
  • Fees and Expenses
  • Mergers and Acquisitions/Conversions
  • Fiduciary Governance

 

 

CBIZ Fiduciary Risk Manager logo.

 

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CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investment advisory and investment management services offered through CBIZ Investment Advisory Services, LLC, Registered Investment Adviser.  Investments, investment advisory and investment management services may also be offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.
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