Compliance and Consulting Services for Not-For-Profit Organizations
Serving others is your main focus; we’ll focus on your retirement plans. Sponsoring a 403(b) or 457 plan can be difficult and associated with risks. CBIZ Retirement Plan Services is a team of nationally-recognized specialists who have helped not-for-profits across the United States manage their ERISA and non-ERISA plans. We offer comprehensive compliance services, including filings, ACP Testing, audit preparation, universal availability and plan design. We can also help with investments, vendor communications and participant education.
|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)