Defined Contribution Plans

Seeking better results for you and your participants.

Developing and implementing a retirement plan program that is in compliance with changing regulatory and financial requirements can be a challenging, time-consuming and confusing task.

In fact, prior to their utilizing our consulting services, CBIZ found that the overwhelming majority of plan sponsors we serve were unknowingly noncompliant and were not taking advantage of significant opportunities to lower their personal liability and financial risks.

Fortunately, all CBIZ clients benefit from our comprehensive approach to managing risk—the CBIZ Fiduciary Risk Manager™. This proprietary process addresses the six primary areas of risk related to the management of a defined contribution retirement plan.

Many service providers are only equipped to help you manage one or two dimensions of risk. This leaves you needlessly exposed to liabilities or requires you to spend time engaging multiple providers. CBIZ makes managing your plan easier with just one call. 

When you take advantage of our depth of knowledge and wide array of resources, you’ll:

  • Get the peace of mind that comes with minimizing personal liability and financial risks.
  • Have confidence that plan fully meets compliance regulations.
  • Free up staff time by reducing management and administration burdens.
  • Delight of finding cost-savings from plan expense controls.
  • Experience the satisfaction of knowing the participants in your plan will be better equipped to meet their retirement goals.

Free your time. Focus on more strategic efforts. Lift the burden from your staff. Learn how CBIZ helps you maintain your plan.

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
The CBIZ Fiduciary Risk Manager™

Six ways CBIZ helps you meet the
goals of your organization and employees.
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401(k) + Profit-sharing
Implement best practices that make your retirement plan an asset that attracts and retains top-caliber employees.

403(b), 401(a) + 457(b)
CBIZ understands the special challenges of retirement plans within education, not for profit and government organizations.