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Financial Technology Year

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Actuarial and Retirement Plan Services

from CBIZ

CBIZ provides comprehensive actuarial and consulting services for retirement plans, including plan design, valuations, compliance analysis, and regulatory reporting to help organizations manage pension obligations and ensure ERISA compliance.
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Specialized systems that perform complex calculations to determine the present value of future pension obligations, funding requirements, and plan solvency. These tools incorporate demographic projections, mortality tables, and economic assumptions.

Actuarial and Retirement Plan Services


Software that assists in creating and evaluating different pension plan designs, contribution structures, and benefit formulas to align with organizational objectives and regulatory requirements.

Actuarial and Retirement Plan Services


Analytical tools that enable actuaries to model various economic and demographic scenarios to stress-test pension plans and develop contingency strategies for different future outcomes.

Actuarial and Retirement Plan Services


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