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CBIZ Retirement Plan Services, a division of CBIZ’s Employee Services, is a national provider of
retirement plan consulting and design services. We work with clients to develop a successful
benefits strategy, provide CBIZ’s local benefits services, complemented by our national practice
strength and expertise, and use technology to enhance and streamline the delivery of these services.
CBIZ Retirement Plan Services Facts
Nationally, CBIZ Retirement Plan Services consults as a Registered Investment Advisor on total plan
assets of $13.1 billion. CBIZ RPS provides retirement plan consulting services on total plan assets
of $100 billion.
CBIZ Retirement Plan Services takes a team approach when providing consulting services to
organizations. We have functional experts in each retirement plan risk area and utilize a variety of
personnel and resources to deliver the highest level of services to our clients. CBIZ Retirement Plan
Services is very proud of our team’s credentials, expertise, and experience in qualified and non-
qualified retirement plan consulting. Our team of over 450 employees across 32 offices has earned
over 180 accreditations relating to retirement plans and investments. Many of these accreditations
required years of study and require hours of continuing education.
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12 Chartered Financial Analysts (CFA)
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44 Qualified 401(k) Administrators
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45 Qualified Pension Administrators
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37 Enrolled Actuaries
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17 Members of the Society of Pension Actuaries
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31 Members of the American Academy of Actuaries
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10 Certified Pension Consultants
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10 Accredited Investment Fiduciaries®
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80 additional certifications/designations
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