Defined Benefit Plan Resources


Defined benefit plan sponsors must adapt to an ever-changing regulatory environment and face increasingly complex business decisions. Whether you are continuing to secure a future for your pension plan or are looking to limit risk, expensive complexities make your path difficult.

Regardless of whether your plan is active, closed or frozen, our actuaries will provide you with the forward-looking guidance you need to help you achieve your corporate and employee benefit objectives. We pride ourselves on communicating proactively, openly and honestly. Our consultants help you solve problems by identifying opportunities, and they are able to distill complex concepts into clear, concise solutions.

Taft-Hartley Plan Resources

The multiemployer climate has never been more complicated, making it harder than ever to manage plan risks. Learn more about our multiemployer services.

Single Employer Pension Plan Resources

Instead of fragmented service providers and multiple relationships competing for your time and energy, we offer you a wide range of services and solutions to assist you with your pension plan needs.

Administration Services

Sponsoring a defined benefit plan requires a partner to integrate the financial, human resources and regulatory components of your plan. Learn more about our administration services.

Actuarial Services

Plan sponsors need to be vigilant in aligning their investment and funding policies to minimize cash flow, balance sheet and expense volatility. Learn more about our actuarial services.

Investment Advisory Services

Our specialists can help you gain confidence that your retirement plan can withstand future changes in asset values by understanding and planning for market fluctuations before they happen. Learn more about our advisory services. 

De-risking and Plan Termination

Taking the time to evaluate the liability and risk your pension plan may pose to your organization is an important step to ensuring the future financial health of your company and the security of the commitment made to plan participants. Download our Guide to Pension Plan Termination and Defined Benefit De-Risking Strategy Solutions to learn more.


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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