InR Advisors is now part of CBIZ, one of the nation’s Top 100 Plan Advisers.   Please click here for more information.

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:

  1. Develop an Investment Policy Statement
  2. Establish short- and long-term investment goals
  3. Complete a review of current plan assets
  4. Evaluate alternative asset mixes
  5. Select and implement an asset allocation strategy
  6. Actively monitor plan investments and objectives
  7. 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.