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CBIZ
Retirement
Plan Services
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
CBIZ
Retirement
Plan Services
The CBIZ Fiduciary Governance Solution™
CBIZ offers a series of management strategies designed to simplify the task of governing
your retirement plan and to reduce liability. We educate decision makers on retirement
plan options and clarify the roles and responsibilities of the different parties involved
to make the task of managing your plan easier and more beneficial for all involved.
communication
Meeting Minutes
Annual Summary
Retirement Plan Committee
Retirement Plan Committee Charter
Investment Policy Statement
RISK MANAGER™
the CBIZ
Benefits
management Team
This initial process of The CBIZ Fiduciary Governance Solution™ minimizes risk for your
Board of Directors, Management Team and Retirement Plan Committee by providing clarity
regarding the roles and responsibilities of plan fiduciaries.
The CBIZ Responsibility Delegator ™
Learn more at or call (866) 560-2431.
Board of Directors
1. Isolate risk away from your Board of Directors by adopting legal documents and delegating
retirement plan responsibilities properly.
2. Identify Retirement Plan Committee responsibilities in order to minimize risk and streamline plan
operations. CBIZ offers The CBIZ Fiduciary Trainer™ to help your Retirement Plan Committee
understand and prepare for their responsibilities.
3. To keep the Board of Directors in compliance with their legal responsibilities, proper
communication is needed to summarize the Retirement Plan Committee’s annual activities.
Retirement Plan Committee minutes and/or an annual summary of accomplishments are
drafted and presented for review by the Board of Directors.
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