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Higher Education



Compliance and Consulting Services for Higher Education Institutions

From dealing with the latest 403(b), 401(a) or 457 plan regulations and the increased risks that come with them, to finding the time to file reports and communicate with administrators and participants at key deadlines, managing a retirement plan at a college or university is more challenging than ever. Let CBIZ Retirement Plan Services help. CBIZ Retirement Plan Services is a team of nationally-recognized specialists who have helped human resource professionals at higher education institutions across the United States:

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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Get success stories from other 
institutions and tips from our experts.

Case Studies:
TIAA 403(b) Plan Leader
Improved 403(b) Plan Compliance

Self-Assessment Quiz:
Six critical compliance questions
Plan

Important dates for 403(b) plan sponsors.

January 31:
Deadline for sending Form 1099-R to participants

Deadline for filing Form 945 with IRS

February 28:
Deadline for filing Form 1099-R with IRS

The CBIZ Fiduciary Risk Manager™

Six ways CBIZ helps you meet the
goals of your organization and employees.
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