Your workforce is your most valuable asset.
Invest in the financial wellness of your employees and get a ROI from increased productivity,
job satisfaction, higher retention rates, and lower health care costs. Financial fitness is
not easy to come by for your workforce, and this explains why financial wellness programs
are the fastest growing benefit in the U.S. CBIZ has created a multi-channel, robust financial
wellness solution that adds value to your organization and participants.
RISK MANAGER
™
the CBIZ
Benefits to the employer
Benefits to the participant
•
Increased productivity, job satisfaction,
retention, and morale
•
Increased viability of participant retirements,
avoiding potential liability of an aging
workforce and increased health care costs
•
Fiduciary best practice to educate,
particularly from a holistic approach
•
Can be used for employer wellness
point programs
•
CBIZ handles program management
and administration
•
Reduced stress and anxiety associated
with poor financial wellness
•
Improved health, happiness, and relationships
•
Improved workplace productivity
•
Armed with the knowledge to take
control of their financial situation and
not rely on others
CBIZ
Financial
Wellness
solutions
Financial finesse
• Financial Wellness Assessment and
personalized action plan
• Comprehensive Financial Learning Center
• Mobile application
• Employer reporting
viability
• Custom illustrations
showing financial impact
of wellness programs
Participant education
and advice
• Group and 1-on-1 meetings
• Call center
• Passport
• Fiduciary advisor designation
• Plan health tracking
Proprietary
wellness content
• Presentations/workshops
• Recorded webinars
with attendance tracking
BlooOm
• Robo-advisor
• Acts as fiduciary
• Independent of
recordkeeper
student
loan genius
• Student Loan Repayment
Optimization Tool
• Employer matching
programs
Learn more at
retirement.cbiz.comor call (866) 560-2431.
CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. market
investment advisory, third party administration, actuarial and other corporate 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. (NYSE Listed: CBZ)
6050 Oak Tree Blvd. S., Suite 500 • Cleveland, OH 44131
CBIZ
Retirement
Plan Services
88