403(b) Plan Resources

Group of professionals discussing 403(b) plans.


The 403(b) plan is a popular retirement plan choice for churches, charitable institutions, hospitals, and colleges and universities both public and private. As a nonprofit organization, your focus should be on your mission, not managing cumbersome retirement plan regulations. Add in tight budgets and the responsibility of ensuring that your employees are ready to retire, and offering a competitive benefits package is becoming an increasingly difficult task.

At CBIZ Retirement Plan Services, our mission is to help you offer a compliant, reasonably priced and well-governed retirement plan. As a leader in providing comprehensive solutions to over 300 403(b) plans, our resources include specialists who have spent decades working on 403(b) plans and identifying flexible, convenient and compliant solutions for plan governance, investments and complicated 403(b) plan issues.


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.

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