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Recognition & Press Releases

 

As a retirement plan sponsor, you are responsible for selecting and monitoring competent service providers and consultants. You want a qualified partner you can trust to fulfill their obligations to you and your employees.

We have been helping plan sponsors for decades and have received organizational credentials, certifications and awards for our services. To help you fulfill your fiduciary oversight duty of evaluating your retirement plan consultant, here is the background of the CBIZ Retirement Plan Services team.

PLANADVISER Top 100*

CBIZ Retirement Plan Services is proud to have been named a PLANADVISER Top 100 Adviser every year since 2014- an achievement possible only because of the hundreds of plan sponsors who trust us for our knowledge, experience and responsiveness.

PLANSPONSOR 2017 Defined Benefit Administration Survey

PLANSPONSOR provides an annual ranking of defined benefit plan administrators. CBIZ Retirement Plan Services was recognized as a top 10 administrator, based upon the total number of participants served. CBIZ Retirement Plan Services was also listed as the #1 provider of public and government defined benefit plans.

Team Accreditations

The CBIZ Retirement Plan Services Team is composed of over 400 employees who have collectively earned more than 300 accreditations or certifications relating to retirement plans and investments. Many of these accreditations required years of study and hours of continuing education. Learn more.

Press Releases & CBIZ in the News 

*Rankings/recognition by unaffiliated rating services/publications should not be construed as a guarantee of a certain level of results if CBIZ Retirement Plan Services (CBIZ RPAS) is engaged, or continues to be engaged, to provide investment advisory services. The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves.

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