Navigating Retirement Hazards
The Mission of CBIZ InR Advisory Services is to optimize the retirement programs of our clients.
We work with trustees of defined benefit pension plans to help maximize their probability of success in achieving the earnings assumption being utilized by the pension actuary.
We work with plan sponsors of defined contribution plans to deliver an unbundled approach that gains access to vendors in each area.
We develop a participant communication program to deliver a straightforward, understandable approach that encourages plan participants to participate in the program to help them achieve their retirement income goals.
We use these same concepts in our dealings with personal investors. We use the CBIZ InR Process to explain how current actions will affect income at retirement and how any projected changes in those current actions would affect (positively or negatively) their expected retirement income.