Retirement Actuarial Services

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The challenges of sponsoring a defined benefit retirement program are unique. In addition to adhering to the ever-changing landscape of regulatory and compliance issues, sponsors need to be vigilant in aligning their investment and funding policies to minimize balance sheet, cash flow and expense volatility.

CBIZ Retirement Plan Services offers a combination of highly personalized, local service and national resources to align your benefit, funding and investment policies.

Defined Benefit Actuarial Services

Sponsoring a defined benefit plan requires a partner to integrate the financial, human resources and regulatory components of plan sponsorship. Our specialty is distilling complex technical information into the key actionable items to align your defined benefit plan with organizational objectives. Our team can help you with:

  • FASB, GASB and IASB reporting
  • Funding valuations
  • Complete pension administration outsourcing and co-sourcing models
  • De-risking strategies
  • Plan termination
  • Actuarial assumption review
  • Participant statements and education
  • Stochastic and deterministic forecasts
  • Completion of all necessary IRS, DOL and PBGC notices and filings
  • Asset/liability studies
  • Traditional pension and Taft-Hartley services

CBIZ RPS Retiree Health Care Actuarial Services

Health care is increasingly complex and part of a constantly changing landscape.  Ensuring that you have a plan design that is effective for your populations is critical to minimizing liability and expense volatility. Our team of specialists have experience with helping plan sponsors achieve that goal by providing actuarial and consulting services to corporate, multiemployer and governmental plan sponsors. Our team can help you with:

  • FASB, GASB and IASB reporting
  • Actuarial assumption review
  • Plan design and benchmarking
  • Claims cost development and analysis
  • Medicare Part-D attestation
  • Stochastic and deterministic forecasts

The CBIZ RPS GASB Solution

The Governmental Accounting Standard Board (GASB) requires local and state governments, and public agencies to recognize the current liability and expense of other post-employment benefits (OPEB) promised to retirees. Download our GASB Solution Fact Sheet to learn more about the benefits we provide. 


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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