Tailored to Your Needs
Amid an increasingly competitive landscape, having a dynamic benefits strategy is more important than ever. CBIZ harnesses the power of national resources paired with personal, local service to provide innovative solutions tailored to your unique goals. Your CBIZ team can help you maintain a compliant and cost-effective benefits program that empowers your employees while setting your organization up for success and growth.
Benefits Services
Actuarial Services
CBIZ can help you save time, reduce expenses, and mitigate financial risk with actuarial solutions tailored to your unique needs.
Retirement Plans
CBIZ offers a wide range of actuarial solutions to help your retirement plan stay compliant, meet objectives, and operate efficiently.
Learn MoreHealth Plans
CBIZ can help you manage your health benefits with a comprehensive suite of actuarial services.
Learn MoreOther Benefits
Our experienced team of actuaries can assist with benefits including workforce reduction programs and other post-employment benefits (OPEB).
Learn MoreBenefits 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.
Third Party Administration
CBIZ provides annual administration, plan document, and consulting services designed to help you save time, money, and resources.
Defined Benefit Administration
Pension plan administration can be complex and time-consuming, but CBIZ makes it easy to handle this burden by streamlining your administrative processes and assisting with plan administration.
Learn MoreFlexible Benefits Administration
CBIZ offers integrated software solutions to help you manage your flexible spending accounts, stay compliant, and enhance your personalized benefit options.
Learn MoreBenefits Consulting
Optimize your employee benefits program with benefits consulting services. We offer end-to-end plan design and management support, from initial plan review and refinement to compliance management, vendor selection, and renewal negotiations. The result is a comprehensive, competitive benefits program that empowers your workforce to thrive and positions you as an employer of choice.
Employee Experience Consulting
Build a happy, healthy, and engaged workforce with an intentional employee experience strategy.
Learn MoreRegulatory & Compliance Support
Stay up to date on state and federal mandates that may impact your employee benefits plan.
Learn MoreData-Driven Cost Containment
Leverage powerful data analytics to drive cost containment, enhance plan design and optimize member experience.
Learn MoreAlternative Benefit Solutions
Leverage unique, non-traditional healthcare solutions tailored to meet the distinct needs of underserved markets.
Learn MoreProfessional Employer Organization (PEO) Consulting
Expand your access to payroll solutions, HR services, and competitive health plans with PEO services.
Learn MoreAffordable Care Act (ACA) Reporting & Consulting
Navigate the regulations and requirements imposed by the ACA and minimize the risk of receiving an Employee Shared Responsibility Provision (ESRP).
Read MoreRetirement Plan Consulting
CBIZ can help you maintain a compliant, effective, and competitive retirement plan. Our team provides retirement plan consulting services for various plan types, including 401(k), 403(b), 401(a), 457(b), defined benefit, cash balance, and more.
Defined Contribution Plans
Our consultants provide a wide range of services for 401(k) and 403(b) plans with the goal of mitigating risk and supporting retirement outcomes.
Connect with a SpecialistDefined Benefit Plans
Regardless of whether your plan is active, closed, or frozen, our consultants can provide a wide range of solutions for your defined benefit pension plan.
Contact Us TodayCash Balance Plans
CBIZ offers investment management and third party administration services to help you establish and manage a cash balance plan throughout its entire life cycle.
Contact Us TodayNonqualified Plans
Your CBIZ team can help you implement and administer a nonqualified plan to enhance your total rewards program.
Connect with a SpecialistMultiple Employer Plans/Pooled Employer Plans (MEP/PEP)
As a recognized leader in MEPs and PEPs, CBIZ can help professional organizations and industry associations understand the unique benefits of pooled plan solutions and how participating organizations can lower their administrative and fiduciary burden.
Connect with a SpecialistGovernmental Plans
CBIZ can help public entities throughout the process of sponsoring a governmental retirement plan, including defined benefit, 401(a), and 457(b) plans.
Contact Us TodayHR Services
Meet your workforce’s human resources needs efficiently and effectively with full-service HR solutions. CBIZ provides substantive knowledge, experience, and best practices in the field of human resources through a variety of consulting and outsourcing services. Our goal is to provide the HR support your employees need to be productive and successful.
Policies & Procedures
Ensure your policies and procedures are clearly communicated with a comprehensive employee handbook.
Learn MorePayroll Management
Let our team handle the complexities of payroll management so you can stay focused on growing your business.
Learn MoreMore HR Services
Explore solutions for employee onboarding and offboarding, performance management, employee relations, and more.
Learn MoreInsights that Impact
View All Insights
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.
Download our Public Certification Report
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.
View our ADV
Form CRS: Please view our client relationship summary
For important disclosures please click here.