Case Study
CBIZ helps surgical center design an efficient cash balance plan
This proprietary process developed by CBIZ is designed to help plan sponsors increase the probability of their participants meeting their retirement goals, while lowering their personal and financial risks associated with the management of the plan. RISK MANAGER TM the CBIZ Six Primary riSk areaS of Plan fiduciarieS Fees & Expenses Compliance/Actuarial Investments Mergers & Acquisitions, Conversions Participants Fiduciary Governance CBIZ Retirement Plan Services Provided to highlight the benefits of The CBIZ Fiduciary Risk Manager TM CBIZ Case sTudy To learn how The CBIZ Fiduciary Risk Manager TM can help you or your clients, please contact us at retirementinfo@cbiz.com or (866) 560-2431. Client Profile CBIZ helps surgical center design an efficient cash balance plan CBIZ a