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CBIZ Retirement Plan Services Employee Directory

Business Consulting and ServicesOhio, 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
120

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  • United States Of America
    120

CBIZ Retirement Plan Services's Leadership

  • Stylized image of a person
    B. H.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. F.
    President - Actuarial Division
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. E.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. D.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. K.
    Executive Vice President, Director Of Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Conversion Consultant, Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. A.
    Director Of Product Development
    Phone icon
    Mobile Phone

CBIZ Retirement Plan Services Employee Metrics

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

Contact profiles from CBIZ Retirement Plan Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. F.
    President - Actuarial Division
    Phone icon
    Mobile Phone
    United States
    Jun 27, 2026
  • Stylized image of a person
    N. E.
    President
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Apr 17, 2026
  • Stylized image of a person
    B. H.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    United StatesTennessee
    Jun 02, 2026
  • Stylized image of a person
    T. D.
    President
    Phone icon
    Mobile Phone
    United StatesMichigan
    May 31, 2026
  • Stylized image of a person
    S. M.
    Senior Vice President
    Phone icon
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    B. K.
    Executive Vice President, Director Of Compliance
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jun 28, 2026
  • Stylized image of a person
    K. D.
    Conversion Consultant, Vice President
    Phone icon
    Mobile Phone
    United StatesMissouri
    May 29, 2026
  • Stylized image of a person
    K. A.
    Director Of Product Development
    Phone icon
    Mobile Phone
    United States
    Mar 13, 2026
  • Stylized image of a person
    K. L.
    Director New Business
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Jun 29, 2026
  • Stylized image of a person
    S. K.
    Director Of Compliance
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Apr 15, 2026

Frequently Asked Questions

What is CBIZ Retirement Plan Services known for?

Minus sign iconPlus sign iconCBIZ Retirement Plan Services operates in the Business Consulting and Services industry. The company's main headquarters is located in 6050 Oak Tree Boulevard South Independence, Ohio 44131 United States. 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 . 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 December 2025. 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 December 2025, CBIZ Retirement Plan Services's key employees include:

  • Chief Executive Officer: B. H.
  • President - Actuarial Division: T. F.
  • President: N. E.
  • President: T. D.
  • Senior Vice President: S. M.

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