Plan Sponsor Resources

Finding the time and information needed to administer a compliant, effective retirement plan, manage changing regulations, and select investments can be tough – especially while carrying out other critical tasks for your organization.

Having a partner can help. We are a team of specialists focused on assisting plan sponsors like you in staying up to date on the latest regulations, educating participants or performing actuarial valuations, so you can focus on your business. CBIZ Retirement Plan Services offers complete consulting, administration and actuarial services.

If you have a problem, it’s likely that we’ve seen it before and have a solution ready for you. Our goal is to be a comprehensive resource for you and your team.

Your Plan Sponsor Resources

Industries Served

Service Overview
Retirement Plan Benchmark Report

CBIZ Retirement Plan Services' Retirement Plan Benchmark Report shows how employers are responding to a continually changing retirement landscape.


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. Investments, investment advisory and investment management services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Investment advisory and investment management services may also be offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

For important disclosures please click here.