Employee Benefits Consultancy Network


USA - Ohio

CBIZ - IBN Consultant - Employee Benefit Expertise

CBIZ Retirement Plan Services is a comprehensive retirement consulting, administration and actuarial team. We offer a complete suite of retirement solutions from over twenty United States locations, designed to help plan sponsors fulfill fiduciary duties and offer compliant, reasonably priced plans to participants. Our strength lies in our team and their ability to find flexible solutions to solve even the most complex plan problems.

Locations include: Atlanta, Boston, Bothell, Cleveland, Columbia, Cumberland, Denver, Houston, Kansas City, Lawrenceville, Minneapolis, Orlando, Overland Park, Philadelphia, Phoenix, Plymouth Meeting, Roanoke, San Jose, St. Louis, Torrance, Tucson, Uniontown, Woodstock

For more information: www.cbiz.com/retirement

CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investments, investment advisory and investment management services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Investment advisory and investment management services may also be offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.




Member of the International Benefits Network

Contact CBIZ





Services Offered


  • Investment selection, monitoring and replacement
  • Fee and expense benchmarking and negotiation
  • Fiduciary governance
  • Participant education and support
  • RFPs, conversions, and mergers & acquisitions


Pension Co-sourcing and Full Outsourcing

  • Administration system for benefits eligibility
  • Data Warehousing for participant pay and service history
  • Fulfillment and required mailing notices support
  • Participant online portal website access
  • Participant service center
  • Pension payroll, valuation and operations support
  • Plan sponsor portal website access
  • Plan sponsor reporting capabilities
  • QDRO Determination
  • Retirement and ongoing life event processing

TPA Administration

  • Distribution and loan processing
  • Filings, notices and reporting
  • Form 5500 and schedules
  • Non-discrimination testing
  • Payment processing
  • Plan audit support
  • Plan design services
  • Plan document services
  • Tax reporting



Pension Actuarial

  • FASB, GASB, and IAS reporting
  • Annual actuarial valuation (funding & accounting reports)
  • Actuarial assumption review
  • AFTAP certification and notice
  • Asset/liability studies
  • Data/asset reconciliation
  • Employee benefit statements
  • Stochastic and deterministic forecasts of contributions and expense
  • PBGC filings and annual funding notice
  • Lump sum windows, annuity buyouts, and other de-risking strategies
  • Plan terminations

Health Care Administration

  • OPEB, FASB, GASB, IAS valuation reporting
  • Actuarial assumption review
  • Claims cost development
  • Medicare Part-D attestation
  • Plan start-up, redesign and termination consulting



6050 Oak Tree Boulevard, Suite 500
Cleveland, Ohio 44131

Web page: www.cbiz.com/retirement



CBIZ Services Overview


Brian Dean
+1 216 520 6178