National Conference on Public Employee Retirement Systems

The Voice for Public Pensions

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 provides a broad range of actuarial, administration, third party administration (TPA), and other non-fiduciary retirement services to defined benefit, defined contribution, and other retirement plans, as well as investment advisory services to thousands of institutional and private clients. We are confident that the organizational structure and the teams we have assembled are well suited to help our clients achieve their goals. 

In addition to retirement consulting services, CBIZ is uniquely positioned to provide investment advisory and investment management services through CBIZ Investment Advisory Services, LLC, a registered investment adviser (RIA). The RIA provides investment advice to clients with approximately $58 billion in assets.

CBIZ’s pension administration solutions help pension funds increase automation, self-service and efficiency while decrease risk and manual work, and these include:

CBIZ provides a Pension Administration System (PAS) to the pension fund to self-administer their pension plan. CBIZ employees handle all system hosting, licensing, support, database maintenance, releases, security and upgrades. No third party or subcontractor is used for support. A modern state-of-the-art self-service pension portal for members is included.

Pension Administration Outsourcing – high-quality defined benefit administration services, using our CBIZ PAS, where CBIZ acts as a third-party administrator to the pension plan, and your CBIZ team executes the pension administration tasks on your behalf acting as an extension of your pension fund. A modern state-of-the-art self-service pension portal for members is included.