299 / 537
CBIZ
Retirement
Plan Services
Why CBIZ?
CBIZ enables you to dedicate your time to critical business matters by
providing custom solutions that help you manage your finances and employees.
We offer clients exceptional quality and diverse capabilities in Accounting and
Tax, Insurance, Payroll and Human Resources, as well as a suite of specialized
consulting services and solutions—all with a single focus: your success.
RISK MANAGER
™
the CBIZ
Investments and advisory services offered through CBIZ Financial Solutions, Inc., member FINRA,
SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.
CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)
6050 Oak Tree Blvd. S., Suite 500 • Cleveland, OH 44131
EMPLOYEE SERVICES
•
Employee Benefits
•
Retirement Services
•
Payroll / Flex / COBRA
•
Property & Casualty
insurance
•
Risk Management
•
Life Insurance
•
Executive Search
•
Compensation Consulting
•
Human Capital Services
Financial SERVICES
•
Accounting & Tax
•
Litigation Support
•
Valuation
•
Internal Audit
•
Mergers & Acquisitions
•
Financial Advisory
•
Risk & Advisory Services
•
Corporate Recovery
•
Family Office Services
A Respected Leader:
•
#1
Benefits Broker Specialist
1
•
9th
Largest Accounting Provider Nationally
2,3
•
16th
Largest Broker of U.S. Business
4
•
A
Top 100
Retirement Plan Adviser
5
•
Manages
$10.8 billion
and services qualified
plans with assets in excess of
$70 billion
Client
E
M
P
L
O
Y
E
E
S
E
R
V
I
C
E
S
F
I
N
A
N
C
I
A
L
S
E
R
V
I
C
E
S
CBIZ also provides specialized services, including Real Estate Services and Health Care Services.
1
Business Insurance
Magazine – May 26, 2014
2
All audit and assurance services are provided by
Mayer Hoffman McCann P.C., an Independent CPA Firm
3
AccountingToday
– March 2015
4
Business Insurance
Magazine – July 21, 2014
5
PLANADVISER
– January 28, 2015
America’s
Best
Consulting
& Accounting
EmployEr
Learn more at
retirement.cbiz.comor call (866) 560-2431.
15