# CBIZ Retirement Plan Advisory Services

CBIZ Retirement Plan Advisory Services is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** cbiz.com

## Regulatory record

- **CRD number:** 16678
- **SEC file number:** 801-56332
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/16678

## About

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.

## Sectors

- Retirement Plan Services
- Financial Advisory
- Employee Benefits

## Questions

### 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.

### 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.

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Last updated: 2026-07-11T02:51:53.000Z

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