Providers
CBIZ Retirement Plan Services
DB CLIENT OVERVIEW | |
---|---|
Total DB admin clients1 | 246 |
Full outsourcing | 24% |
DB and DC clients | 0% |
DB PLAN OVERVIEW | |
---|---|
Total DB plans | 501 |
Frozen plans | 31% |
Cash balance plans | 4% |
With <100 participants | 69% |
With >5,000 participants | 2% |
DB PARTICIPANT OVERVIEW | |
---|---|
Total Participants | 445,000 |
Private/Corporate2 | 74% |
Public/Government | 23% |
Retired participants | 42% |
All interactions on web | 31% |
SPONSOR SERVICES OFFERED | |
---|---|
Plan accounting / Master trust | I |
Trust and custody services | E |
Actuarial services | IE |
Investment management | IE |
Liability-driven investing | IE |
Investment consulting | IE |
PARTICIPANT ONLINE SERVICES | |
---|---|
Online initiation | Yes |
Online elections | Yes |
E-form processing | Yes |
Online inquiry status | Yes |
I = Internal; E = External; P = Partnership; = Supports service as of publication date; NR = Not Reported in time for publication |
Footnote: |
1Includes both full outsourcing and partial outsourcing/co-sourcing arrangements; excludes investment-only, actuary-only and plan-consulting-only clients. 2 Includes both single-employer and multi-employer/Taft-Hartley plans. |