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SEC File No. 801-56332
March 30, 2017
Page 2 of 13
ITEM 2- MATERIAL CHANGES
This Brochure, dated March 30, 2017, represents CBIZ Retirement Plan Advisory Services’ annual updating
amendment to its previously published annual update Brochure.
Since the filing of the firm’s last annual update brochure on March 31, 2016, CBIZ has registered an affiliate
investment advisor with the SEC. This Registered Investment Adviser, CBIZ Investment Advisory Services, LLC
(SEC# 801-108996) was effective 02/08/2017 and is under common control and ownership. In 2017, this RIA
intends on moving a significant amount of its accounts to this new RIA. We will recommend that you use the
services of our affiliate if appropriate and suitable for your needs. Our advisory services are separate and distinct
from the fees paid to our affiliate for their services. Additional information about CBIZ Investment Advisory
Services, LLC is available at the SEC’s website at
www.adviserinfo.sec.gov .65