Financial Wellness & Retiree Readiness


Your workforce is your most important asset. Ensuring that your employees are financially healthy – saving for retirement and paying off debt – can help increase productivity and job satisfaction and can result in anything from higher retention rates to lower health care costs.

CBIZ Retirement Plan Services takes a holistic approach to helping plan sponsors guide their employees to retiree readiness, and ultimately financial wellness. Through education, plan changes and investment advice, you too can help your employees reduce stress and anxiety and improve health and happiness.

CBIZ RPS Solutions

Health Assessment

Are your participants on track to a successful retirement? Despite recognizing its importance, many plan sponsors can’t answer this vital question. Review your plan to measure its success and receive recommendations for improvement. Learn more.

Financial Advice & Education

Provide your employees with access to education and personalized retirement investment advice on the phone, online or in person. Learn more.

Financial Wellness

Invest in the financial wellness of your employees to help increase productivity and job satisfaction, raise retention rates, and lower health care costs. Learn more.

Service Center

Provide your employees with full-time access to a retirement plan administration team of professionals who are able to manage employee communications, payment processing, data, retirement and ongoing life event processing. 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 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.

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