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CBIZ Retirement Plan Services Disclosures

 

Our entities include:

  • CBIZ Investment Advisory Services, LLC
  • CBIZ Benefits & Insurance Services, Inc.
  • CBIZ Financial Solutions, Inc.

CBIZ Retirement Plan Services 

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. Investment advisory and investment management services offered through CBIZ Investment Advisory Services, LLC, Registered Investment Adviser.  Investments, investment advisory and investment management services may also be offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

CBIZ Investment Advisory Services

Investment management services to individuals, corporations, trusts, endowments and foundations offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. For information about additional service offerings, please see the Form ADV 2A for CBIZ Investment Advisory Services, LLC at adviserinfo.sec.gov.

ADV 

As of December 31, 2019, CBIZ Investment Advisory Services, LLC and CBIZ Financial Solutions, Inc. together have assets under advisement in excess of $52 billion.  Please see each Firm’s Form ADV Brochure at www.adviserinfo.sec.gov.

Awards and Rankings

Rankings/recognition by unaffiliated rating services/publications should not be construed as a guarantee of a certain level of results if CBIZ Retirement Plan Services (CBIZ Financial Solutions, Inc. or CBIZ Investment Advisory Services, LLC) is engaged, or continues to be engaged, to provide investment advisory services.

  • The “PLANADVISER top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey is supplied by the advisers themselves.
  • The “Barron’s Top 50 Institutional Consulting Teams” list is compiled from responses to the Barron’s Top 50 Institutional Consulting Teams Survey. The list is drawn solely from a set of quantitative variables and information in the survey is supplied by the advisers themselves.

Certifications

The CEFEX Investment Advisor certification provides an independent assessment of CBIZ RPS’s conformity to the Global Fiduciary Standard of Excellence.CEFEX certified firms adhere to a standard representing the best practices in their industry.

CBIZ Investment Advisory Services, LLC, dba CBIZ InR, has met the requirements set forth by DALBAR to become a DALBAR Certified ERISA 3(38) Investment Manager. The DALBAR 3(38) Certification Program provides an independent assessment of an investment manager’s ability to satisfy the requirements of ERISA section 3(38). CBIZ InR applies the ERISA section 3(38) standards to non-qualified group plans as well as those that fall under ERISA.

Risk

CBIZ Retirement Plan Services does not provide accounting services, legal counsel or tax advice.  Please consult a licensed Certified Public Accountant, attorney or tax adviser.

Investing carries risk and there is no assurance that investing in accordance with the investment strategies herein will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the investment strategies discussed herein.

Diversification and asset allocation strategies do not guarantee protection from a loss.

Website

All information placed on the web site may be for informational purposes only. No information that constitutes an offer to sell or buy a security or a form of investment advice may be placed on the web site.