CBIZ

CBIZ
Main Contact: Todd J. Flessner
1212 S. Naper Blvd, Suite 119-265
Naperville, IL 60540
630-319-0494
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Public Sector | National Practice
 
Retirement & Investment Solutions | Investment Advisory, Consulting & Compliance

CBIZ is a leading provider of financial, insurance, and advisory services, offering comprehensive solutions to help organizations achieve their goals. Our expertise spans a wide range of services tailored to meet the needs of institutional and private clients.
 
Key Services:

• Pension Administration Solutions:
  • Pension Administration System (PAS): Our PAS enables pension funds to self-administer their plans with CBIZ handling system hosting, licensing, support, database maintenance, security, and upgrades. A state-of-the-art self-service pension portal for members is included.
  • Pension Administration Outsourcing: CBIZ acts as a third-party administrator, executing pension administration tasks on behalf of the pension fund, with a focus on automation, self-service, and efficiency.
• Actuarial and Retirement Services: CBIZ offers a broad range of actuarial, administration, and non-fiduciary retirement services to defined benefit, defined contribution, and other retirement plans.
• Investment Advisory Services: Through CBIZ Investment Advisory Services, LLC, a registered investment adviser (RIA), we provide investment advisory and management services, overseeing approximately $66 billion in assets.
• Compensation Consulting: Our Compensation Consulting team specializes in helping organizations benchmark market-competitive compensation and design compensation programs that align with organizational objectives and total rewards goals.
• Executive Search (EFL Associates): EFL Associates is a nationally recognized leader in executive retained search, with extensive experience in public pension fund leadership and investment management searches.