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Government Agencies

Compliance and Consulting Services for Government Agencies

The people who keep our communities safe and operating smoothly count on retirement benefits after their years of service. But coordinating the unique complexities of 457 or 401(a) arrangements can be difficult and requires specialized knowledge. CBIZ Retirement Plan Services is a team of nationally-recognized specialists who provide comprehensive and sensitive assistance to governmental agencies across the United States. We can help improve plan design, manage investments, facilitate communications, oversee mergers and educate plan participants.

SAVE TIME by implementing
processes that make plan
administration easier and less
stressful.

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
• 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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