Defined Contribution – 457

Defining and achieving realistic retirement goals

The CBIZ InR 457 plan helps municipal employees define realistic retirement goals for financial freedom and confidence. Our convenient online resources contain valuable information, calculators, and planning tools to help participants make the most of their savings based on their objectives and risk tolerance. Click here to visit our Resource Center.

Our entire program uses low-cost, efficient investment products to provide a level of comfort for commissioners and council members as fiduciaries—and investment advice accountability for CBIZ InR, as co-fiduciary to your plan.

CBIZ InR 457 Investment Plan Highlights

• Allows your employees to set aside income on a pre-tax basis
• Helps your employees’ money to grow via low-cost investment options using Vanguard funds
• Investments grow tax-deferred until your employees begin receiving their retirement income
• No early withdrawal penalty
• Low investment cost
• Prudent investment advice and personalized service

Participants

The first step in this process is to answer the CBIZ InR risk assessment questionnaire by clicking the link to the right. Answering these questions will provide us with a blueprint for what your retirement can look like based on your current retirement savings, the risk you want to take, when you want to retire, and how much money you will need to live the lifestyle you want after you stop working.

Questionnaire

Contact CBIZ InR today to obtain a prospectus and enrollment kit for more information.

Access your account online now.

Administrators

Call a CBIZ InR representative today at 610-891-1677—or visit our Contact Page to request a plan document specific to your organization’s needs.

Winner of PSCA Signature Award for excellence in 401(k) plan design and communication – 2005.