Small Business Resources

Group of business professionals in a conference room about small business resources.

As a small-business owner, you have a multitude of priorities, from ensuring that your business is running efficiently to managing employees and assisting customers to offering a competitive benefits program to attract top talent. Sometimes your retirement plan can end up at the bottom of the priority list. That’s where we can help.

At CBIZ Retirement Plan Services, we specialize in offering national resources and local service to over 2,000 small businesses across the United States. We understand your needs and can help you provide a compliant, competitively priced retirement plan. We offer solutions designed specifically to allow small-business owners to focus on their job while we handle the retirement plan. Learn more about our solutions below.

Emerging Plan Solution

The Emerging Plan Solution was designed to help small-business owners by providing a comprehensive solution to offering a retirement plan. Our team will design and implement the plan and then perform ongoing limited 3(16) administration services and 3(38) fiduciary investment services. Learn more.

Cash Balance Plan Solution

A cash balance plan is a type of defined benefit retirement plan that allows business owners and key executives to make significantly higher, tax-deductible contributions than a 401(k) plan allows. Learn more about this solution.

401(k) Plan Solution

We can help you design and implement a traditional 401(k) plan; select, monitor and replace investments; and provide ongoing services. Learn More.


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.