CBIZ Retirement Plan Services Named One of the 2020 PLANADVISER Top 100 Retirement Plan Advisers
CLEVELAND (Mar. 09, 2020) — CBIZ, Inc. today announced that CBIZ Retirement Plan Services in conjuction with CBIZ Investment Advisory Services has been named one of the 2020 PLANADVISER Top 100 Retirement Plan Advisers.
The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of retirement plan advisers that stand out in the industry in terms of a series of quantitative measures. To qualify for this recognition, mega teams need to oversee at least $12 billion in plan assets and serve more than 300 plans. The combined CBIZ team exceeds these qualifications by overseeing more than $21 billion dollars in plan assets and serving more than 1,400 plans on the advisory side.
“I am proud of our team and honored that we have been recognized by PLANADVISER magazine for the seventh consecutive year!” stated Brian Dean, President, CBIZ Retirement Plan Services and CBIZ Investment Advisory Services. “Congratulations to all the other firms listed that, like the combined teams at CBIZ, are committed to serving the needs of plan sponsors and plan participants nationwide.”
CBIZ, Inc. provides professional business services that help clients better manage their finances, employees and insurance needs. CBIZ provides its clients with financial services, including accounting, tax, financial advisory, government healthcare consulting, risk and advisory, and valuation services. Benefits and insurance services include group health benefits consulting, property and casualty insurance, retirement plan consulting, payroll, and HR consulting. As one of the largest accounting, insurance brokerage and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states.
Brian Dean, CFA, CPA
President CBIZ Retirement Plan Services
Click here to download the full press release: "2020 RPS PLANADVISER Press Release.pdf"