Defined Benefit Administration Services

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


Retirement Plan Administration Services

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

  • Benefit statements, estimates and projections
  • Final benefit calculations (upon termination, retirement, death or disability)
  • Eligibility for pension and retiree health and welfare benefits

Vendor Interactions

  • Pension Payer: Coordinate set-up for new retirees and changes for existing retirees
  • Actuary: Prepare census data for the annual valuation and respond to inquiries
  • Auditor: Respond to information requests from the plan auditor 
  • Insurance Carriers: Health and welfare eligibility files


  • Integrated database stores historical information needed to support future benefit plan administration
  • Period updates to capture HRIS/Payroll changes 
  • Secure web-based system 
  • Record of all member transactions and other benefit-related activity 
  • Immediate imaging of all paper documents created or returned as part of ongoing benefit plan administration 

Participant Service

  • Secure web-based portal for employee self-service
  • Full staffed service center for ongoing participant support

Filings, Notices and Reporting

  • Form 5500 filings
  • Activity reports (standard and customized)
  • Delivery or required plan notices 

Administration Support

  • Data and asset reconciliation
  • QDRO determination and maintenance
  • Plan document services
  • Solutions for operational compliance issues
  • All required nondiscrimination testing
  • Consulting on plan design for startup changes and termination
  • Management of special projects


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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