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Compliance Consulting

CBIZ can help you provide a compliant, cost-effective retirement plan that remains current with the latest regulations.

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Our Approach

Retirement plan operations have never been more complicated, making it difficult to keep your plan compliant with constantly evolving regulations. Working with a provider with an intimate understanding of these factors can help you feel confident that you’re administering plan compliance correctly.

CBIZ is uniquely positioned to serve as both an investment adviser and third-party administrator, allowing us to offer a comprehensive approach to compliance consulting.

Compliance Consulting

Our Services

Our compliance consulting solution can help you keep your retirement plan compliant with changing regulations.

CBIZ can provide various levels of service depending on your organization’s needs.

Our foundational compliance package consists of basic compliance services including an initial review of your plan and confirming the timely completion of administrative duties.
Our core compliance package offers additional support, including more discussions about plan design, help correcting errors, and consultations on plan amendments and restatements.
Our comprehensive compliance package provides added benefits including post-testing reviews and consultations, reviews of Form 5500, and help with audits.

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Related Services

Explore additional retirement plan services with CBIZ.

Investment Advisory

Whether you’re looking to maintain a competitive investment menu for your defined contribution plan or optimize the investment strategy for your defined benefit plan, our investment advisors and portfolio strategists are here to help your plan achieve its objectives and improve participant outcomes.

Benefits Administration

Administering an effective and compliant retirement plan requires continuous attention and knowledge. CBIZ offers benefits administration solutions designed to streamline your administrative processes and help maintain compliance with regulations.

Fee & Expense Solution

Our team can periodically review the cost of your retirement program and benchmark providers against others in the industry to confirm your plan is reasonably priced and your participants receive the right value.

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