Mission Ahoy!
We work with plan sponsors to deliver an unbundled approach.
Mission Ahoy!
We work with trustees to maximize their probability of success.
Mission Ahoy!
We communicate with participants to encourage saving.
Mission Ahoy!
Our obligation is to help our clients meet their goals.
Mission Ahoy!
We explain to individual investors how their current actions will affect their income at retirement.
The CBIZ InR Value Proposition
CBIZ InR Process
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CBIZ InR Service Standard
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CBIZ InR Total Market Approach
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Asset Allocation Model Portfolios
Clients We Serve
Retirement plans for government, non-profit, public- and private-sector,faith based, K-12 and higher education employees.Easy for plan sponsors and participants.
457/401(k)/403(b)
InR works with sponsors to deliver a cost-effective and transparent unbundled approach to plan management.
MorePensions
InR's significant experience in defined benefit pensions and investment advisory services helps
to assist our clients in getting the utmost in full-service plan management.
Personal Investment Accounts
InR Advisory Services strives for success by bringing the same institutional approach used in
large pension management to personal clients.
Powered by Knowledge
Resource Center
Access to educational articles, tools, tutorials, webinars and videos to guide plan sponsors and participants in making the best decisions to reach retirement goals.
Resource CenterTaking Control
It’s all about you. It’s about understanding your needs. It’s about providing you advice to get you where you want to go. Your investments are based on risk level, when you want to stop working and how much money you need. It’s that simple.
Take Control of Your Future NowOur Partners
Meet the Team
Michael B. Glackin AIF®, CFP®
President | Co-Founder
Michael Glackin is President and Co-Founder of InR Advisory Services. As President of InR, Mike manages the firm, handling the staffing, compliance, and client management functions and is actively involved in new business development.
E: mglackin@cbiz.com
P: 610-891-1677
MoreBradley P. Warner
Vice President
Brad is a Vice President at CBIZ InR Advisory Services. Brad has extensive experience in the financial industry both on the retail as well as wholesale sides of the business.
E: bwarner@cbiz.com
P: 610-891-1677
MoreRich Ritzer CFP® Vice President
Rich is a Vice President at CBIZ InR Advisory Services. He began his working career at the Vanguard Group and has a solid foundation in the benefits of indexed investing.
E: rritzer@cbiz.com
P: 610-891-1677
MoreJennifer Coale
Account Executive
Jennifer Coale is an Account Executive at InR Advisory Services. Jen is in charge of the day-to-day administrative functions necessary to keep the firm’s Defined Benefit plans running smoothly.
E: jcoale@cbiz.com
P: 610-891-1677
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