CBIZ Retirement & Investment Solutions

About CBIZ Retirement & Investment Solutions

<p>From a base in Independence, Ohio, CBIZ Retirement &amp; Investment Solutions runs a multi-office practice that supports retirement plan sponsors across the Southwest and major metro areas in California, with additional presence in Georgia.</p> <p>Founded in 1996, the firm has 21 employees and operates as a division of CBIZ, Inc. Locations include Phoenix and Tucson in Arizona; Bakersfield, Costa Mesa, Encino, Irvine, Laguna Nigel, Los Angeles, Palm Desert, Pleasant Hill, San Diego, and San Francisco in California; plus Roswell, Georgia. (Tucson offices include 1765 East Skyline Drive, and Palm Desert includes 75-450 Gerald Ford Drive, Suite 306. San Francisco includes 1 Montgomery Street, Suite 1700.)</p> <p>CBIZ Retirement &amp; Investment Solutions works with institutional clients on retirement plan design and administration, ERISA compliance, fiduciary guidance, and <a href="/auditors/401k">401(k) auditors</a> work. It also provides portfolio management, investment advice, and educational seminars tied to plan oversight and participant education.</p> <p>One point that sets the firm apart is its connection to the broader CBIZ organization, which brings accounting, tax, and advisory resources into the same platform. CBIZ Retirement &amp; Investment Solutions is a registered broker-dealer with FINRA (CRD #16678).</p> <ul> <li>401(k) audits and retirement plan support</li> <li>ERISA compliance and fiduciary guidance</li> <li>Retirement plan design and administration</li> <li>Portfolio management and investment advisory services</li> <li>Plan education seminars</li> </ul>

Website: https://www.cbiz.com/services/benefits/retirement-plan-consulting

Founded: 1996

Employees: 21