Pension Administrative Solutions
Pension plan administration can be complex and time-consuming, but CBIZ makes it easy to handle this burden. As your third-party administrator, CBIZ can carry out some or all of your plan’s administrative functions to help you ensure your plan operates efficiently while remaining compliant and accessible for employees.
Featured Solutions
Whether you want to handle plan management in-house using online tools or offload your duties to a third-party administrator, CBIZ offers solutions to help you maintain an efficient, compliant, and accessible plan.
As your third-party pension administrator, CBIZ can help ensure your pension plan remains compliant and accessible for employees.
Our online pension portal allows your participants to manage their pension benefits with ease and efficiency in a secure environment.
Our proprietary Pension Administration System can automate and track many administrative tasks associated with sponsoring a pension plan, which increases efficiency and minimizes risk.
Third-Party Pension Administration
As your third-party pension administrator, CBIZ can help ensure your pension plan remains compliant and accessible for employees.
Outsourcing some or all of your pension administration responsibilities to a third-party administrator can increase efficiency, reduce risk, and enhance the participant experience.
Our process involves:
- Automating processes so you can focus on other business priorities
- Offering online tools and a call center for participant support
- Interacting and sharing data with vendors like your trustee, actuary and auditor
- Filing annual Form 5500 and delivering required notices
Online Participant Portal
Our online pension portal allows your participants to manage their pension benefits with ease and efficiency in a secure environment.
Plan sponsor features:
- Run pension estimates
- Repository for plan documentation, summary descriptions, and forms
- Secure messaging with participants
- Optional integration with CBIZ to submit requests and manage plan data
Participant features:
- Online pension calculations
- Secure messaging with plan sponsor
- Resources to help understand benefits
Online Pension Administration System
Our proprietary Pension Administration System can automate and track many administrative tasks associated with sponsoring a pension plan, which increases efficiency and minimizes risk.
Our secure web-based pension administration system allows you to feel confident that your plan remains compliant with the latest regulations and your participants are taking advantage of their benefits.
This co-sourced solution allows you to perform efficient and accurate recordkeeping, reporting, and calculations while offering a modern online retirement experience for your participants.
Co-sourcing vs. Outsourcing
Our co-sourcing and outsourcing solutions both include access to our participant portal and pension administration system. While co-sourcing allows you to carry out your own plan’s day-to-day administrative responsibilities using our technology, outsourcing allows CBIZ to take on some or all of your pension administration responsibilities and offer additional support through our participant call center.
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.
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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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