Defined Contribution Resources

Defined contribution plan sponsors are tasked with ensuring their plan is operating within the latest compliance regulations, to identifying the most appropriate investment options for plan participants. These tasks can be time consuming and difficult manage. To assist plan sponsors, CBIZ Retirement Plan Services developed The CBIZ RPS Fiduciary Risk Manager™. This process mitigates liability and improves governance across all six areas of primary risk:

  • Compliance/Administration
  • Investments
  • Participants
  • Fees and Expenses
  • Mergers and Acquisitions/Conversions
  • Fiduciary Governance

 

 

CBIZ Fiduciary Risk Manager logo.

 

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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.

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