Implementing a better process impels better performance.
As a 401(k) plan sponsor, you want exactly what your 401(k) providers don’t. Investment providers look to maximize revenue while offering as little servicing as possible. Conversely, you need to have more service, more options and solid performance with minimal fees and expenses to make your retirement plan more attractive.
These opposing points of view are precisely why you should partner with a qualified retirement plan advisor like CBIZ.
CBIZ offers complete consulting and independent, third-party administration services. Our experts will consult, design, implement and administer a retirement plan that addresses cost, tax and ERISA compliance implications for your company—including the creation of investment policies, the selection and monitoring of mutual funds and asset allocation models, education seminars for employees and negotiating with plan providers on behalf of sponsors.
Whether your organization offers a traditional 401(k), a 401(k) with match or Profit-Sharing, CBIZ is ready to make your job easier. We’re proud to say that clients continue to tell us that we have made managing a plan simple.
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—six critical questions you must ask yourself about what risks may be hidden in your retirement plan program.
4x Source: Vanguard, How America Saves 2012.
The number of defined contribution plans with automatic enrollment has quadrupled since 2005.
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)