Empower Your Workforce
Your workforce is your most important asset. Ensuring that your employees are financially healthy can help increase productivity and job satisfaction and can result in anything from higher retention rates to lower health care costs.
Featured Solutions
Explore CBIZ solutions designed to empower and boost retirement outcomes for your participants.
CBIZ offers participant education and point-in-time investment advice to help participants take advantage of their employer-sponsored retirement plan.
CBIZ can help educate participants about their finances and plan for their future with benefits for both your business and your employees.
CBIZ can offer personalized retirement strategies for your employees to help transform their retirement outcomes.
Participant Education and Advice
CBIZ offers participant education and point-in-time investment advice to help participants take advantage of their employer-sponsored retirement plan.
Participant education includes:
- Quarterly newsletters
- On-demand webinars
- Group and one-on-one meetings
- Access to CBIZ coaches through multiple channels
- Point-in-time investment advice
Financial Planning
CBIZ can help educate participants about their finances and plan for their future with benefits for both your business and your employees.
Our approach includes:
- Access to experienced financial professionals
- Company-specific education plans
- Online access to financial planning resources
- Optional group and one-on-one sessions
Personalized Account Management
CBIZ can offer personalized retirement strategies for your employees to help transform their retirement outcomes.
CBIZ offers personalized account management within defined contribution plans, recordkeeper permitting. Participating employees can receive customized accounts tailored to their unique life and goals as well as ongoing discretionary management of their portfolio.
Personalized account management with CBIZ involves:
- CBIZ macro investment strategy
- Up to 589 potential asset allocations
- Quarterly progress reports
- Web-based retirement planning platform
- Access to financial coaches
Focused, Inspired, Transformed (FIT)
CBIZ takes a holistic approach to supporting financial wellbeing. While aspects of our program can stand alone, CBIZ FIT offers a comprehensive suite of services designed to help your employees become focused, inspired, and transformed.
Benefits for Plan Sponsors
Financial wellbeing benefits can have several benefits for retirement plan sponsors, including:
- Reduced absenteeism
- Reduced health care costs
- Increased productivity
- Higher retention
- Increased utilization of benefits
Benefits for Participants
Participants can see many benefits from financial wellbeing benefits, including:
- Improved retirement outcomes
- Improved mental and physical health
- Access to investment advisers with institutional pricing
- Access to online resources and financial planning tools
- Better understanding of investment options and retirement plan features
Related Services
Check out these additional CBIZ services to elevate your overall benefits strategy.
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CEFEX provides an independent recognition of CBIZ Investment Advisory Services’ conformity to a defined Standard of Practice. It implies that CBIZ Investment Advisory Services can demonstrate adherence to the industry’s best practices, and is positioned to earn the public’s trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices.
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Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.
Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.
CBIZ Financial Solutions, Inc. is a Broker/Dealer, member FINRA, SIPC and registered investment adviser.
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