K-12 Schools

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

by auditing 
your investment options and
identifying ways to cut costs so 
your retirement plan remains a 
valued benefit for employees.

the assurance that your plan is 
compliant with all regulations.
by using our proprietary 
CBIZ Fiduciary Risk Manager™ to 
help you comprehensively manage 
all six primary areas of risk:

• Fees & Expenses
• Compliance/Actuarial
• Investments
• Mergers & Acquisitions, Conversions
• Participants
• 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)


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CBIZ boasts proven success in helping K-12 schools and school districts achieve goals related to their retirement plans. Read these success stories from other CBIZ clients:

Case Studies:
Lowered participants fees
Cut retirement costs by 23%

Self-Assessment Quiz:
You can't rely on your investment provider to be sure your plan is in compliance. Hidden hazards are often 
out of their scope—issues including:

  • Plan documentation
  • Universal availability requirements
  • New hire eligibility

Take this quiz to see if your 403(b) plan may have hidden hazards

The CBIZ Fiduciary Risk Manager™

Six ways CBIZ helps you meet the
goals of your organization and employees.
Watch the video

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