Our Approach
Retirement benefits are a powerful incentive, but managing a retirement plan can be complex and time-consuming. Working with a provider that understands this dynamic process can help you mitigate liability and achieve financial goals.
At CBIZ, we’re committed to helping employers navigate their fiduciary responsibilities and empowering people to live their best financial lives. CBIZ can help you design, manage, and optimize your retirement program with the goal of safeguarding your employees’ financial futures while maintaining a compliant and cost-effective plan.
Retirement Plan Consulting Services
CBIZ provides a wide range of services for retirement plans, including investment advisory, compliance consulting, financial wellbeing benefits, and more.
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.
Compliance Consulting
CBIZ is uniquely positioned to serve as both an advisor and third-party administrator, allowing us to offer a comprehensive approach to compliance consulting. Our team can help with proper administration and compliance with the latest regulations.
Fiduciary Governance
CBIZ can help streamline the process of governing your retirement plan. We can educate decision makers on retirement plan options and clarify the roles and responsibilities of the various parties involved.
Fees & Expenses
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.
Mergers, Acquisitions, and Conversions
Making changes to your retirement plan, whether due to a merger, acquisition, or conversion to a new provider, can be stressful and confusing. CBIZ can help guide you through this process seamlessly and efficiently.
Participant Services
CBIZ provides solutions to help employers incorporate financial wellbeing into their overall benefits package. Whether you’re looking to offer personalized retirement account management, virtual financial planning tools, or one-on-one financial advice for your employees, we have an experienced team ready to assist.
Explore Participant ServicesOur team provides retirement plan consulting services for various types of retirement plans, 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 investment advisory and third party administration services for 401(k) and 403(b) plans with the goal of mitigating risk and supporting retirement outcomes.
Defined 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, including investment advisory, administration, and actuarial services.
Cash 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.
Nonqualified Plans
Your CBIZ team can help you design and implement a nonqualified plan to enhance your total rewards program.
Multiple 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.
Governmental Plans
CBIZ can help public entities throughout the process of sponsoring a governmental retirement plan, including defined benefit, 401(a), and 457(b) plans.
Insights that Impact
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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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Form CRS: Please view our client relationship summary
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