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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
200

Minus sign iconPlus sign icon
  • United States Of America
    200

CBIZ Retirement Plan Services's Leadership

  • Stylized image of a person
    S. M.
    Senior Vice President
    Mobile Phone
  • Stylized image of a person
    L. T.
    Service Center Team Lead
    Mobile Phone
  • Stylized image of a person
    A. V.
    Processing Manager
    Mobile Phone
  • Stylized image of a person
    M. J.
    Senior Compliance Consultant
    Mobile Phone
  • Stylized image of a person
    L. G.
    Managing Consultant
    Mobile Phone
  • Stylized image of a person
    C. N.
    Participant Service Specialist
    Mobile Phone
  • Stylized image of a person
    M. N.
    Data Analyst
    Mobile Phone
  • Stylized image of a person
    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

Contact profiles from CBIZ Retirement Plan Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. M.
    Senior Vice President
    Mobile Phone
    Apr 16, 2026
  • Stylized image of a person
    L. T.
    Service Center Team Lead
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    A. V.
    Processing Manager
    Mobile Phone
    Aug 04, 2026
  • Stylized image of a person
    M. J.
    Senior Compliance Consultant
    Mobile Phone
    Jul 31, 2026
  • Stylized image of a person
    L. G.
    Managing Consultant
    Mobile Phone
    Jun 01, 2026
  • Stylized image of a person
    C. N.
    Participant Service Specialist
    Mobile Phone
    Aug 02, 2026
  • Stylized image of a person
    M. N.
    Data Analyst
    Mobile Phone
    Aug 02, 2026
  • Stylized image of a person
    L. L.
    Administrator
    Mobile Phone
    Aug 07, 2026
  • Stylized image of a person
    L. H.
    Employee Benefits Administrator
    Mobile Phone
    Aug 03, 2026
  • Stylized image of a person
    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 . 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.
  • Service Center Team Lead: L. T.
  • Processing Manager: A. V.
  • Senior Compliance Consultant: M. J.
  • Managing Consultant: L. G.

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