Defined Benefit Administration Services

Benefit administration documents with an iPhone and pen laying on top.


Today more than ever, plan sponsors need to be at the top of their game to keep pace with the fast and ever-changing demands of their role.

You need an unsurpassed administrator who goes the extra mile to ensure that your goals and strategies are the top priority. An administrator that will take over the burden of day-to-day operations, ongoing employee interactions and compliance worries will allow you to focus on the more critical business issues for your company.

Outsourcing & Co-sourcing

CBIZ Retirement Plan Services specializes in providing high-quality defined benefit and health and welfare administration services (outsourcing or co-sourcing), benefits technology and compliance support. CBIZ RPS provides comprehensive solutions for organizations through our experienced employee benefits knowledge, exceptional quality and custom solutions at an equitable cost. This allows you to have peace of mind that your employees are receiving the highest quality of customer service with the right mix of technology and compliance support – delivering for you and them.

Benefit Determinations

  • Automated estimates and projections
  • Automated final benefit calculations (final review/approval and election forms)
  • Eligibility for health and welfare benefits

Vendor Interactions

  • Pension trust: initiate pension payments, changes and deductions
  • Actuary: provide the annual valuation data and respond to inquiries
  • Auditor: provide the data and calculations for annual audit
  • Health and welfare: eligibility files and payroll deduction files


  • Web-based system stores data; manages workflow (calls, terminations, retirements, deaths), forms, images and reports; and performs calculations
  • Regular payroll feeds keep data current

Participant Self-Service Solutions

  • Online tools
  • Full Service Center support

Filings, Notices and Reporting

  • Form 5500 filings
  • Provide human resources with metrics on administrative activities (workflow) with monthly and annual executive summaries through full suite of reporting (standard and customized)
  • Full library of forms, letters, required notices and communications used in administration

Administration Support

Human resources and benefits professionals are a key facet in making sure your organization delivers the maximum level of information to participants and fully engages in critical activities that support your employees and your business. CBIZ Retirement Plan Services can help.

  • Benefit eligibility determination
  • Benefit calculation
  • Payment processing and reconciliation
  • Data warehousing
  • Data and asset reconciliation
  • QDRO determination and maintenance
  • Plan document services
  • Retirement commencement counseling
  • Annual benefit statements
  • Signature-ready Form 5500 and schedules
  • Solutions for plan compliance issues
  • Plan audit support
  • All required nondiscrimination testing
  • Plan design for startup changes and termination
  • Service center support
  • Weekly death audit
  • Document imaging 


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 SEC 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.