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CBIZ Retirement Plan Services Employee Directory

Management ConsultingOhio, United States201-500 Employees

CBIZ Retirement Plan Services is a mid-sized professional services firm based in Independence, Ohio, that provides consulting for retirement plans. The company supports more than 50 retirement plan platforms, covering options such as 401(k), 403(b), 457, profit sharing, defined benefit plans, and ESOPs. Its consultants present themselves as independent and objective advisers who do not sell products or funds, focusing on services designed to improve retirement plan outcomes. 

Plan sponsors, typically employers, receive guidance on regulatory compliance, cost projections, market dynamics, and participant education to help employees meet retirement goals. Recent CBIZ news highlights expansion of its India operations in 2026 as part of broader growth and capability-building efforts.

Find CBIZ Retirement Plan Services employees' phone numbers or email addresses

CBIZ Retirement Plan Services Global Highlights

Location
Employees

North America
197

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  • United States Of America
    197

CBIZ Retirement Plan Services's Leadership

  • Senior Vice President at CBIZ Retirement Plan Services
    S. M.
    Senior Vice President
    Mobile Phone
  • Processing Manager at CBIZ Retirement Plan Services
    A. V.
    Processing Manager
    Mobile Phone
  • Service Center Team Lead at CBIZ Retirement Plan Services
    L. T.
    Service Center Team Lead
    Mobile Phone
  • Senior Compliance Consultant at CBIZ Retirement Plan Services
    M. J.
    Senior Compliance Consultant
    Mobile Phone
  • Managing Consultant at CBIZ Retirement Plan Services
    L. G.
    Managing Consultant
    Mobile Phone
  • Participant Service Specialist at CBIZ Retirement Plan Services
    C. N.
    Participant Service Specialist
    Mobile Phone
  • Data Analyst at CBIZ Retirement Plan Services
    M. N.
    Data Analyst
    Mobile Phone
  • Administrator at CBIZ Retirement Plan Services
    L. L.
    Administrator
    Mobile Phone

CBIZ Retirement Plan Services Employee Metrics

100%
50%
0%
2026
2025
  • Consultant
  • Community & Social Services
  • Legal
  • Support
  • Accounting
  • Other
  • Banking
  • Business

Contact profiles from CBIZ Retirement Plan Services

Name
Title
Contact
Location
Last Update
  • Senior Vice President at CBIZ Retirement Plan Services
    S. M.
    Senior Vice President
    Mobile Phone
    Apr 16, 2026
  • Processing Manager at CBIZ Retirement Plan Services
    A. V.
    Processing Manager
    Mobile Phone
    Sep 09, 2026
  • Service Center Team Lead at CBIZ Retirement Plan Services
    L. T.
    Service Center Team Lead
    Mobile Phone
    Sep 14, 2026
  • Senior Compliance Consultant at CBIZ Retirement Plan Services
    M. J.
    Senior Compliance Consultant
    Mobile Phone
    Aug 28, 2026
  • Managing Consultant at CBIZ Retirement Plan Services
    L. G.
    Managing Consultant
    Mobile Phone
    Sep 17, 2026
  • Participant Service Specialist at CBIZ Retirement Plan Services
    C. N.
    Participant Service Specialist
    Mobile Phone
    Sep 02, 2026
  • Data Analyst at CBIZ Retirement Plan Services
    M. N.
    Data Analyst
    Mobile Phone
    Sep 04, 2026
  • Administrator at CBIZ Retirement Plan Services
    L. L.
    Administrator
    Mobile Phone
    Sep 16, 2026
  • Employee Benefits Administrator at CBIZ Retirement Plan Services
    L. H.
    Employee Benefits Administrator
    Mobile Phone
    Sep 06, 2026
  • Employee at CBIZ Retirement Plan Services
    P. A.
    Mobile Phone
    Nov 05, 2025

Frequently Asked Questions

What is CBIZ Retirement Plan Services known for?

Minus sign iconPlus sign iconCBIZ Retirement Plan Services operates in the Management Consulting industry. Explore CBIZ Retirement Plan Services's company overview page for more information.

What is CBIZ Retirement Plan Services's most common email format?

Minus sign iconPlus sign iconCBIZ Retirement Plan Services employees' email format typically follows the pattern of FLast@cbiz.com. Trying to find reliable and up-to-date employee contact data? Find more CBIZ Retirement Plan Services email formats with LeadIQ.

How many employees does CBIZ Retirement Plan Services have currently?

Minus sign iconPlus sign iconCBIZ Retirement Plan Services has approximately 201 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CBIZ Retirement Plan Services's key employees and leadership?

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As of July 2026, CBIZ Retirement Plan Services's key employees include:

  • Senior Vice President: S. M.
  • Processing Manager: A. V.
  • Service Center Team Lead: L. T.
  • Senior Compliance Consultant: M. J.
  • Managing Consultant: L. G.

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