Cbiz Retirement Plan Advisory Services

CBIZ Retirement Plan Advisory Services, a subsidiary of CBIZ Financial Solutions, Inc., has been a registered investment adviser since September 1998. The firm primarily serves as a retirement plan consultant to corporations, non-profit organizations, and governmental entities sponsoring various retirement plans. CBIZ RPAS offers investment management, advisory, and brokerage services, ensuring ERISA compliance and plan suitability for employees. The firm's services include investment reviews, participant education, fiduciary training, fee benchmarking, compliance assistance, and plan mergers. CBIZ RPAS may provide services on an asset-based or fixed fee basis, typically ranging from 0.05% to 1.50% of assets under advisement. The firm does not charge performance-based fees and exercises investment discretion only when appointed as the Investment Manager. CBIZ RPAS follows a rigorous due diligence process, utilizing various investment platforms and third-party resources for analysis. The firm's investment strategy focuses on asset allocation based on historical risk and return rates. CBIZ RPAS discloses potential conflicts of interest, including affiliations with CBIZ Investment Advisory Services, LLC, and CBIZ Benefits & Insurance Services, Inc., ensuring transparency in compensation and service recommendations. Clients are encouraged to review custodial statements and engage in annual account reviews with their CBIZ RPAS Consultant.