Compliance and Consulting Services for K-12 Schools
From dealing with the latest 403(b), 401(a) or 457 plan regulations and the increased risks that come with them, to finding the time to file reports and communicate with administrators and participants at key deadlines, managing a retirement plan is more challenging than ever. Let CBIZ Retirement Plan Services help. CBIZ Retirement Plan Services is a team of nationally-recognized specialists who have helped human resource professionals at K-12 schools and local school districts across the United States:
|SAVE TIME by implementing |
processes that make plan
administration easier and less
IMPROVE RESULTS FOR PLAN
PARTICIPANTS by auditing
your investment options and
identifying ways to cut costs so
your retirement plan remains a
valued benefit for employees.
GAIN CONFIDENCE by having
the assurance that your plan is
compliant with all regulations.
|LOWER PERSONAL AND FINANCIAL |
RISKS by using our proprietary
CBIZ Fiduciary Risk Manager™ to
help you comprehensively manage
all six primary areas of risk:
• Fees & Expenses
• Mergers & Acquisitions, Conversions
• Fiduciary Governance
Best of all, there’s no need to change your record keeper or service providers in order to achieve these benefits. As an independent advisor, CBIZ will gladly work with your existing partners and leverage our relationships with more than thirty different retirement plan providers—including TIAA, Fidelity, VALIC and Transamerica Retirement Solutions.
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)