Retirement Security Plans
Employees in Defined Benefit plans expect their employers and plan trustees to meet fiduciary obligations and protect employee investments. CBIZ InR helps ensure that plan sponsors make these expectations a reality.
Plan objectives can be met by utilizing our Seven Steps to Success Platform:
- Develop an Investment Policy Statement
- Establish short- and long-term investment goals
- Complete a review of current plan assets
- Evaluate alternative asset mixes
- Select and implement an asset allocation strategy
- Actively monitor plan investments and objectives
- Implement necessary modifications as plan objectives change
Our customized investment plans, cost-effective platform and participant education assists in meeting our clients’ fiduciary obligation, while wisely and efficiently investing their employees’ assets.
Our Goals are Simple:
- Deliver predictable lifetime benefit for every employee at retirement
- Assist plan sponsors fulfill promise to all participants
Call today at 1-877-InR-1733 or contact us to learn how we can help with your retirement defined benefit plan.