CBIZ Retirement Plan Services

Firm Profile

At CBIZ Retirement Plan Services we offer a complete suite of retirement solutions designed to help plan sponsors fulfill fiduciary duties and offer a compliant, reasonably priced plan to participants. Offering actuarial, administration and advisory services from over twenty locations, our team is focused on delivering tools to plan sponsors so that they can offer best in class retirement plans to employees. Our strength lies in our team of experts and our ability to find flexible solutions to solve even the most complex retirement plan problems.

KEY CONTACTS
Luke Baum, (216) 525-7363, lbaum@cbiz.com

Brian Dean, 216-447-9000, rps@cbiz.com

WEBSITE
www.cbiz.com/retirement

PRIMARY MARKET(S) SERVED
• Micro – (< $1 million) • Small - ($1 million - $10 million) • Mid - ($10 million - $100 million) • Large - ($100 million - $250 million) We are able to help plans of any size. The majority of our advisory services focus on mid to large clients, however we have solutions built out for micro and small plans and are able to help with Cash Balance plans and offer a small market solution called our Fiduciary Series Select. OPTIONS AVAILABLE
• Other Tools
• Benchmarking Tools
• Participant Advice/Participant Services
• CRM/Data Aggregation
• Internal Rollover Program
• Allows Fiduciary Declaration 3(21)/3(38)
• Custom Risk Based/Target Date Models
• 408(b)(2) – In-House Or Outsourced
• Plan Design Consulting
• Consulting On SMAs
• Plan Sponsor Fiduciary Training
• Stable Value Analysis
• Minimum Fee Schedules

We offer investment advice, fees & expense monitoring, compliance services, mergers & acquisitions/conversions solutions, fiduciary governance training, and a range of participant help services through our advisory solutions.

Number of Home Office Employees Supporting the Business: 317

3rd Party Clearing BD: NFS. We offer investment advice, fees & expense monitoring, compliance services, mergers & acquisitions/conversions solutions, fiduciary governance training, and a range of participant help services through our advisory solutions. We also offer TPA and actuarial services.

Key Contacts

Luke Baum, (216) 525-7363, lbaum@cbiz.com

Katie Coyne, (216) 525-1967, kcoyne@cbiz.com