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Section II – Introduction to CBIZ Retirement Plan Services

CBIZ, Inc. (CBZ) is a publicly traded company on the NYSE and is headquartered in Cleveland, Ohio.

CBIZ is one of the nation’s leading providers of an array of business services, from accounting and

tax to benefits and insurance, and a wide range of consulting services.

CBIZ, Inc. Facts

One of the top ten accounting services providers in the U.S.

One of the ten largest valuation firms in the U.S.

Voted #1 benefits specialist in the U.S by Business Insurance Magazine (5 consecutive

years)

Over 4,000 employees in more than 100 offices nationwide

CBIZ operates in two core businesses – Employee Services and Financial Services.

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