Enhance Your Benefits
Your CBIZ team can help you save time, reduce expenses, and mitigate financial risk with actuarial solutions tailored to your unique needs. With a focus on accuracy, transparency, and strategic planning, CBIZ helps organizations meet their financial and fiduciary responsibilities while balancing the needs of plan participants.
Actuarial Services
CBIZ offers a comprehensive suite of actuarial solutions to help your retirement plan stay compliant, meet objectives, and operate efficiently.
Single Employer Pension Services
CBIZ can assist with various aspects of single employer pension plans, including plan design, administration, compliance, actuarial valuations, cash flow testing, risk management, plan termination, and more.
Multiemployer Pension Services
CBIZ is an experienced leader in the multiemployer pension industry. Our team provides a variety of actuarial services for multiemployer pension plans, including actuarial assumption reviews, experience studies, funding projections, risk assessment and mitigation, withdrawal liability, and more.
Cash Balance Services
CBIZ can help you manage your cash balance plan from beginning to end.
Pension Plan Administration
Whether you’re looking for tools to assist with participant interactions or experienced professionals to help accurately calculate benefits, CBIZ has a solution to help you administer your retirement program with ease.
Learn MoreCBIZ can help you manage your health benefits with a comprehensive suite of actuarial services.
Retiree Health Care
CBIZ can help you save time, control costs, and mitigate financial risks with retiree healthcare services including claims cost development, actuarial assumption reviews, actuarial valuations, and more.
Actuarial Consulting
Through the application of financial and mathematical models, our team can help you optimize your risk alternatives, identify the factors driving your health plan costs, and offer smart cost-containment strategies tailored to your specific needs.
In addition to retirement plans and health care, our actuaries can assist with workforce reduction programs and Other Post-Employment Benefits (OPEB).
Workforce Reduction Programs
When a reduction in force is necessary to reduce costs and increase efficiency, CBIZ can help you design, implement, and administer a separation program that works for your organization and employees.
Other Post-Employment Benefits (OPEB)
CBIZ provides Other Post-Employment Benefits (OPEB) to help organizations effectively manage and account for the long-term obligations associated with retiree benefits. Our team of experienced actuaries and consultants assist public and private entities in navigating the complexities of OPEB liabilities, ensuring compliance with accounting standards such as GASB 74/75 and ASC 715.
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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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