Retirement Plan Services

With CBIZ, your plan gets better and your days get easier.

Retirement plans are a key benefit for your organization. A solid plan with a variety of investment options is an asset to both recruiting and retention.

Unfortunately, acting as a plan sponsor is complex. Understanding the latest regulations, working out cost projections, responding to market changes and engaging plan participants with educational opportunities and resources that can assist them in meeting their retirement goals requires more time than you likely have.

That is why you could benefit from having a partner like CBIZ.

Selling performance. Not products.

The professionals at CBIZ have specific knowledge, training and experience related to retirement plans. As independent, objective advisors, CBIZ consultants aren't interested in selling you a product or a fund. We simply offer services that are designed to improve your retirement plan. This focus on results for our clients has earned CBIZ accolades, such as being ranked “Best of the Best” by PLANSPONSOR magazine.

Comprehensive or cooperative; it’s your choice.

Few vendors can help you outside of their area of expertise. For instance, accountants don’t always understand compliance. Investment firms don’t always point out ways to reduce costs. Lawyers aren’t skilled investment advisors. These gaps in service can expose you to risk. Trust CBIZ to help you with all this and more. CBIZ has the depth and in-house specialists to manage every aspect of your plan. Many CBIZ clients find having a single point of contact for all services saves time, eliminates duplicate costs, reduces complexity and generates greater results. If you wish to maintain relationships you have already established with your providers, CBIZ is also happy to work with any or all of your existing partners. Bring us in for one or two services that complement your team. 

Well-versed and well-known.

CBIZ is experienced in offering a variety of consulting service for more than 50 retirement plan platforms including 401(k), 403(b), 457, Profit Sharing, Defined Benefit and ESOPs. We service qualified plans with assets in excess of $70 Billion.

Plus, CBIZ has excellent working relationships with dozens of investment companies so your provider likely already knows us. This inclusive market knowledge also helps us provide you with a global perspective that will help you create a solid mix of investment options in your plan.

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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Retirement Plan Solutions

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