CBIZ RETIREMENT PLAN ADVISORY SERVICES

Overview

Cbiz Retirement Plan Advisory Services is a corporate, institutional-focused advisory and broker-dealer practice that primarily serves retirement-plan clients. The firm acts as a capital allocator and leans on third-party fund managers rather than concentrated direct equity positions; its advisory services emphasize portfolio management for businesses and institutions, pension consulting support, selection of sub‑advisers, and client education through seminars and workshops. Cbiz Retirement Plan Advisory Services does not report active ESG investment activity and operates with a mix of fee arrangements (percentage of AUM, hourly, fixed fees, commissions and other fees). The firm’s industry links include relationships with other investment advisers, accounting firms, insurance companies, pension consultants and real estate brokers.

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