Retirement Plan Services

Group of business professionals talking about retirement plan services.


Retirement plans are a key benefit to your organization, but managing them is very complex and time-consuming. From market volatility and regulatory changes to longer participant life spans, this dynamic process requires special attention.

CBIZ Retirement Plan Services provides comprehensive solutions to help you manage every aspect of a retirement plan. Whether you sponsor a 401(k), 457, 401(a), pension, cash balance, non-qualified or other type of retirement plan, we have an experienced administration, actuarial and advisory team ready to assist.

Retirement Plan Services

Retirement Plan Sponsor Guide

Administering a compliant and effective retirement plan is never simple. Get a free copy of the Retirement Plan Sponsor Guide to ensure you fulfill all duties as a plan sponsor. It includes:

  • Plan Sponsor Basics
  • Plan Design
  • Plan Administration & Compliance
  • Investments
  • Participant Education & Financial Wellbeing
  • & More

Service Overview

CEFEX provides an independent recognition of CBIZ RPS’s conformity to a defined Standard of Practice. It implies that CBIZ RPS can demonstrate adherence to the industry's best practices, and is positioned to earn the public's trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices.

Download our Public Certification Report

Download our CEFEX 10 Year Certification


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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