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Retirement Plan Services

 

Retirement plans are a key benefit to your organization, but managing them is very complex and time-consuming. From volatile market and regulatory changes to longer participant life spans, this dynamic process requires special attention.   

CBIZ Retirement Plan Services provides comprehensive solutions to help you manage every aspect of a retirement plan. Whether you sponsor a 401(k), 457, 401(a), pension, cash balance, non-qualified or other type of retirement plan, we have an experienced administrative, actuarial and advisory team ready to assist.

Retirement Plan Services 

Service Overview
The CBIZ RPS Fiduciary Risk Manager
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The Centre for Fiduciary Excellence, LLC (CEFEX) promotes best practices in the investment management industry. CEFEX Certification helps plan sponsors determine the trustworthiness of investment fiduciaries—including CBIZ.

Download our Public Certification Report

Download our CEFEX 10 Year Certification


 

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