# CBIZ Retirement & Investment Solutions
Source: https://planprovider.pro/provider/cbiz-retirement-and-investment-solutions

> From a base in Independence, Ohio, CBIZ Retirement & Investment Solutions runs a multi-office practice that supports retirement plan sponsors across the…

Employee Benefit Plan Auditor

Independence, OH

## 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](https://www.cbiz.com/services/benefits/retirement-plan-consulting)

Founded: 1996

Employees: 21

## Office Locations

- Tucson, AZ

- Irvine, CA

- 75-450 Gerald Ford Drive Suite 306 Palm Desert, CA

- Bakersfield, CA

- Laguna Nigel, CA

- San Diego, CA

- 1 Montgomery Street Suite 1700 San Francisco, CA

- Independence, OH (Headquarters)

- Roswell, GA

- Costa Mesa, CA

- Los Angeles, CA

- San Francisco, CA

- Phoenix, AZ

- Encino, CA

- Palm Desert, CA

- 1765 East Skyline Drive Tucson, AZ

- Pleasant Hill, CA

## Accreditations & Certifications

- CFP®

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