Mature retirement services Pension Dynamics is a specialized retirement plan services provider with a history dating to 1979 and a national reputation for compliance. This indicates potential cross-sell opportunities for CBIZ benefits, HR, and payroll solutions to enhance plan administration and regulatory support.

Acquisition footprint Since being acquired by CBIZ in 2020, there may be integration initiatives and expanded product bundles. Propose collaboration on unified client solutions that leverage CBIZ scale in retirement plan services and broader advisory capabilities.

Tech and data Current tech stack includes Drupal, Microsoft tools, PHP and analytics. There is potential to streamline client onboarding, plan design workflows, and compliance reporting using CBIZ platforms, data automation, and enhanced analytics services.

Financial health Revenue is in the $10M-$25M range with a small team (2-10 employees). Growth opportunities may lie in expanding service offerings to larger plans or cross-selling to CBIZ’s existing enterprise clients seeking retirement plan administration and compliance expertise.

Competitive positioning Operating in a market with large players and established consultancies, Pension Dynamics can be positioned as a compliance-focused retirement plan expert within CBIZ’s ecosystem, enabling targeted pitches to mid-market and niche organizations seeking reliability and regulatory accuracy.