Navigating Today for Your Tomorrow
We build retirement solutions that support the plan sponsors / trustees we work with.
Our guidance helps fulfill the highest level of fiduciary responsibility required. We accept fiduciary responsibility in writing for the investments in the plans we manage. We submit our practices to peer review by an independent credentialing firm named Dalbar. They follow the Department of Labor guidelines and issue an opinion letter confirming that our process meets or exceeds the DOL guidelines.
We’re dedicated to helping make clients’ financial goals a reality.
Our customized approach, leading-edge software, and investment vehicles allow you to help you offer your employees confidence during their working years—and a secure transition into retirement.
We focus on the needs of plan participants.
The CBIZ InR Philosophy provides a methodology that is designed to drive economic stability. We follow the CBIZ InR Principles of Successful Investing: Choose the proper allocation, rebalance every quarter, stay the course!
We offer a low-cost investment approach.
Our goal is to see to it that more of your money is converted into investment dollars. We educate our participants not to make common mistakes—like chasing returns or not developing a plan based upon risk tolerance, time, and other important factors.