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Fiduciary Risk Manager™

FIDUCIARY RISK MANAGER™

Most providers are equipped to help you manage one or two dimensions of your plan. Our proprietary process addresses six primary areas to reduce risk and improve performance.

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National Resources. Local Service.

NATIONAL RESOURCES.
LOCAL SERVICE.

With offices across the country, CBIZ Retirement Plan Services offers clients prompt, personal service.

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Why Use CBIZ?

WHY USE CBIZ?

Learn how expert, objective consultants from CBIZ can help you better manage a retirement plan that meets your goals and those of your plan participants.

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The Centre for Fiduciary Excellence, LLC (CEFEX) promotes best practices in the investment management industry. CEFEX Certification helps plan sponsors determine the trustworthiness of investment fiduciaries—including CBIZ.

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Leverage the relationships CBIZ has established with  
over thirty different retirement plan providers including
those shown here.