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CBIZ Employee Services

Platinum Partner

CBIZ Employee Services

With more than 100 offices and 4,600 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

 

We are one of the nation's leading:

• Accounting Providers
• Employee Benefits Specialists
• Property & Casualty Brokerage and Risk Consulting Firms
• Valuation Firms
• Retirement Plan Service Providers
 

 

CBIZ Employee Services Organization

Organizations across the country like yours are dealing with skyrocketing health care costs, ever-changing compliance mandates, evolving HR administration needs and employees who are asking for more out of their employers than ever. As the number one U.S. benefits specialist, CBIZ Employee Services Organization’s employee benefits consulting helps you develop a foundation for success, consistently provides you high-touch service and guides your overall strategy to ensure holistic health and benefit plan prosperity with the following breadth of services.

• Benefits Cost Containment Strategy
• Employee Communication
• Benefits Administration
• CBIZ ESO Access
• Regulatory & Compliance Support
• Benchmarking & Data Analytics
• Compliance Reporting

 

CBIZ Retirement Plan Services
 

Developing and maintaining a retirement plan that is in compliance with changing regulatory and financial requirements is a challenging and time-consuming task. CBIZ Retirement Plan Services’ comprehensive service model helps plan sponsors manage the risks associated with fiduciary governance, investments, fees, mergers and acquisitions, compliance and participant education. As retirement plan specialists, we have the knowledge, training and expertise to help improve the retirement plans of your organization.

 

The professionals at CBIZ have specific knowledge, training and experience related to retirement plans. As independent, objective advisors, CBIZ consultants aren't interested in selling you a product or a fund. We simply offer services that are designed to improve your retirement plan. This focus on results for our clients has earned CBIZ accolades, such as being ranked “Best of the Best” by PLANSPONSOR magazine.

 

CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. market investment advisory, third party administration, actuarial and other corporate retirement plan services. Investments and advisory services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services. CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)

 

Additional information:

General CBIZ link – www.cbiz.com
CBIZ ESO link - https://www.cbiz.com/insurance-hr/benefits-payroll-hris
CBIZ Retirement Plan Services link - https://www.cbiz.com/retirement

 

Contacts information:

Pete Ravani, Vice President, pravani@cbiz.com, 310-268-2703
Carlos Ayala, Vice President, cayala@cbiz.com, 408-794-3580

 

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Contact Us

If you have any questions about FEI Silicon Valley or how to become a member, please contact:

Micky Robledo
Chapter Administrator
micky.robledo@feisv.org or feisv@feisv.org
Steve Hall
FEI Silicon Valley Membership Co-Chair
steve.hall613@gmail.com
Cell: 408.656.7266
 
Petra N. Loer
FEI Silicon Valley Membership Co-Chair
petra.loer@andersentax.com
 
Pete Ravani
FEI Silicon Valley Member Advocacy
pravani@CBIZ.com
Cell: 424.208.9913
About FEI National