Administration Solution

The CBIZ Administration Solution™ 

Let CBIZ reduce the time you spend managing your plan so you can devote more time to focus on other objectives—business or personal. The CBIZ Administration Solution™ helps you provide a cost-effective, smooth-running plan that is in compliance and up-to-date with the ever changing regulatory landscape. 

Services specific to defined benefit plans (Qualified and Non-Qualified, Traditional, Cash Balance, Union, Non-Union, Private, Public, Government) include:

  • Full Outsourcing 
  • Co-sourcing 
  • PBGC Filings and Annual Funding Notice
  • ASC 715 Valuation and Disclosure
  • Actuarial Valuation
  • Maintaining employee data
  • Retirement Modeling 
  • IPASMaster™

General CBIZ Administration Solutions™ services cover routine plan management functions such as:

  • Benefit Eligibility Determination
  • Benefit Calculation
  • Payment Processing
  • Data Warehousing
  • Data and Asset Reconciliation
  • QDRO Determination
  • Retirement Commencement Consulting
  • Annual Benefit Statements
  • Signature ready Form 5500 and schedules
  • Solutions for plan compliance issues
  • Plan Audit Support
  • All required non-discrimination testing
  • Plan design for start up, changes and termination
  • Direct 1-800 phone number for participants

IPASMaster™ is CBIZ Retirement Plan Services’ proprietary web based defined benefit administration system.

Our team contains both IT and actuarial experts, giving us a unique advantage in creating an insightful pension administration system. IPASMaster™ is able to handle all tasks required in DB administration, including the following:

  • Call Center support
  • Detailed benefit calculations along with maintaining the complete history of prior calculations
  • Forms and letters
  • Full reporting capabilities, including custom reports
  • Trust authorization and reconciliation
  • Monthly Social Security Master Death DB death audits
  • Imaging/document retention
  • Workflow processing

Types of Plans Served

Defined Benefit
  • Cash Balance
  • Traditional
Defined Contribution
  • 401(k)
  • 403(b)
  • 457(b)
  • Corporate
  • ERISA & Governmental Plans
  • ESOP
  • Health & Welfare
  • Nonqualified
  • Profit Sharing
  • Retiree Medical
  • SERPs

Your Single Solution

One unique facet of using CBIZ as your benefit plan partner is the convenience of being able to choose both actuarial and administrative assistance from one provider. Learn more about the Actuarial Solution™


CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. market investment advisory, third party administration, actuarial and other corporate retirement plan services. Investments and advisory services offered through CBIZ Financial Solutions, Inc., Member FINRA,SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.   CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)



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Retirement Plan Solutions
Case Studies

Download the following case studies to see results CBIZ achieved for a few of our plan sponsors.

CBIZ helps $9 billion public pension system

CBIZ helps publishing company cut servicing costs by 40%