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Retirement Advisory Services

An advisor taking questions from a group.

Plan sponsors are responsible for an increasing number of duties under federal law in relation to the management of their retirement plans. From ensuring that your plan is operating within the latest compliance regulations to identifying quality investment options for plan participants, sponsoring a retirement plan can have a high risk associated with it, causing it to be extremely stressful.

Trust the team of plan specialists at CBIZ Retirement Plan Services to help improve your retirement plan with our retirement advisory services. CBIZ RPS advisers utilize our proprietary comprehensive consulting solution, The CBIZ RPS Fiduciary Risk Manager™, which helps our clients identify and navigate the risks of sponsoring a retirement plan, while proactively mitigating the liability and stress that comes with it.

CBIZ Fiduciary Risk Manager logo.


Fiduciary Governance: Having a formal, documented governance process helps lower organizational risk, reduces personal liability and delegates fiduciary duties. Let CBIZ RPS guide you.


Compliance/Actuarial: Our consultants help ensure your plan remains in compliance through proper administration and successful completion of all required filings and notices.


Investments: Independent consultants review your investment offerings and make recommendations that will help provide participants a competitive mix of investment options to help meet their retirement goals.



Fees & Expenses: Our periodic examination and analysis of total plan costs will benchmark your plan’s fees in relation to the services provided.




Mergers & Acquisitions:
Rely on the experienced team at CBIZ RPS to reduce the anxiety of converting or merging retirement plans—including changing recordkeepers.



Participants:
From printed materials to unbiased, in-person consultations and technology-based products, CBIZ RPS offers multiple ways to help you educate, advise and communicate with plan participants.


 

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