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CBIZ Retirement Plan Advisory Services
CBIZ RETIREMENT PLAN ADVISORY SERVICES is an SEC-registered investment adviser in Cleveland, OH, registered since 1999. The firm manages approximately $9...
CBIZ Retirement Plan Advisory Services
CBIZ RETIREMENT PLAN ADVISORY SERVICES is an SEC-registered investment adviser in Cleveland, OH, registered since 1999. The firm manages approximately $9 million in regulatory assets. It has 19 employees and 16 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
Who runs investment decisions at CBIZ Retirement Plan Advisory Services?
The unit is led by a national practice leader whose name is not consistently disclosed in public materials. Investment recommendations are made by a team of advisors who evaluate third-party fund managers and recordkeepers on behalf of plan sponsors (per public record). The team follows CBIZ's internal fiduciary standards and does not manage pooled assets directly.
How does CBIZ Retirement Plan Advisory Services source proprietary deal flow?
The unit does not source proprietary investment deals. Its role is advisory—it recommends existing market products from asset managers and recordkeepers. Deal flow is not a relevant concept for this firm, as it does not invest in private funds or direct assets.
Is CBIZ Retirement Plan Advisory Services structured as a family office or a venture firm?
Neither. It is a retirement plan advisory unit within CBIZ, Inc., a publicly traded professional services firm. It operates as an RIA registered with the SEC, focused on fiduciary consulting for employer-sponsored retirement plans. It has no affiliation with family offices or venture capital.
Does CBIZ Retirement Plan Advisory Services participate in fund commitments or only direct deals?
It does not commit capital to funds or participate in direct investments. The unit advises plan sponsors on which mutual funds, collective trusts, and separate accounts to offer in their retirement plans. All investment decisions are made by the plan fiduciary, not by CBIZ.
What investment stages does CBIZ Retirement Plan Advisory Services typically target?
Not applicable—the firm does not target investment stages. Its focus is on ongoing plan management for mature employers, not venture-stage or growth-stage investing. The retirement plans it advises generally hold diversified portfolios of public market securities and fixed income.
How is CBIZ Retirement Plan Advisory Services related to CBIZ, Inc.?
It is a service line within CBIZ, Inc., a public company that offers accounting, tax, benefits, and risk advisory services. The retirement plan unit benefits from cross-referrals across CBIZ's 120+ offices, but operates as a distinct consulting practice with its own compliance and reporting structure.
Where does the underlying wealth come from?
The underlying wealth originates from CBIZ, Inc.'s public equity (NYSE: CBZ) and the retained profits of the parent company. The retirement plan unit is not a private wealth vehicle; it generates revenue through advisory fees paid by plan sponsors.
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