{"id":984261,"date":"2026-07-23T16:28:07","date_gmt":"2026-07-23T20:28:07","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/"},"modified":"2026-07-23T16:28:07","modified_gmt":"2026-07-23T20:28:07","slug":"cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/","title":{"rendered":"CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits"},"content":{"rendered":"<div class=\"mw_release\">\n<p>CLEVELAND, July  23, 2026  (GLOBE NEWSWIRE) &#8212; <b>July 23, 2026 \u2013<\/b> CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, today announced it has launched the CBIZ Retirement Advantage PEP, a retirement solution designed to help middle-market businesses simplify retirement plan administration, reduce fiduciary burdens and provide employees with a competitive workplace savings benefit.<\/p>\n<p>The CBIZ PEP delivers the level of oversight and discipline typically associated with large-plan providers, adapted for growing middle-market organizations. Unlike providers focused solely on retirement plan administration, CBIZ combines retirement consulting with a broad suite of employee benefits, insurance, payroll and advisory services, allowing clients to address workforce needs through an integrated approach.<\/p>\n<p>Employers continue to face growing complexity associated with retirement plan governance, compliance requirements and fiduciary oversight. The CBIZ Pooled Employer Plan enables participating businesses to leverage a single retirement plan structure while outsourcing many administrative and fiduciary responsibilities to experienced providers.<\/p>\n<p>\u201cManaging a retirement plan has become increasingly complex. Employers are expected to navigate evolving regulations, oversee investments, manage vendors, and absorb fiduciary risk, all while controlling costs,\u201d said Paula Lewis, Senior Vice President, Third Party Administration Operations\u00a0for CBIZ. \u201cA PEP lets multiple employers share one professionally managed 401(k) plan, greatly reducing administrative burden and fiduciary responsibility.\u201d<\/p>\n<p>Participating in CBIZ\u2019s new PEP offers employers the following benefits:<\/p>\n<\/p>\n<ul>\n<li style=\"margin-top:0in;margin-bottom:0in\">Reduced administrative complexity<\/li>\n<li style=\"margin-top:0in;margin-bottom:0in\">Professional fiduciary oversight<\/li>\n<li style=\"margin-top:0in;margin-bottom:0in\">Streamlined compliance and reporting<\/li>\n<li style=\"margin-top:0in;margin-bottom:0in\">Access to institutional-quality retirement services<\/li>\n<li style=\"margin-top:0in;margin-bottom:0in\">A competitive employee benefit that supports recruitment and retention<\/li>\n<\/ul>\n<p>To learn more about CBIZ Retirement Advantage PEP, visit: <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=Eh2_STnwqz5KpV_scdHUDDNbGFnUb-rq-HaEMlMZXmujPOss_NmobhAV4zT2c9W7cI4mV5L5R0jkF_bXdqFKUXucSydZWC_IXrIdQtLT8HPctUXv0NGYxiQ8biD10e_xlLHgzEefvp5QB-1nlcAww4oMYVW9QYevLZuepR7ysOUuLJSrRmoT7gLkmCMKfoPbH9flcgArVl9RGMbXFEVTxWQqlnnkzDRLyhWHIn4ZIIog2eQLFEQaiVj_9GMCvahQPms1-bmTCGk6sa7XXxvsfwzZfDurjAJJiYtxHSdMcFaXzS6tCtFyxF_wnbx_xv-sgNv4_XExK2y6w27pC-_gdmzGF231Bj6vwBQAD1E4LLiE4ltpnsCQlWRJEHMFp21xkJanH_2VG0A26TiK-VbkBaurk1oWG7LjoxwflvJCbijXRTwEWjQf48VMidZAOPO3pLX9kKe6KSfSvnVLMakkZPOQRdhYVgoVBl_1q3WwPqhEbve5OMPucmMBEWgTvLpZjydK5AH4WUgTscb44hqOqmC9oZ7L2XmYqeyOIAwNtDG2VDz8Icq-oeWrqhfKlK5ZuboZLeJYGa54B2Oq8A1TXk1YO_hIH0mnbNo7ALeyuMq_Pa6HBQ3R-a-fsV31UjGhFhlSRDHdyFGMdikz0Lvvhw==\" rel=\"nofollow\" target=\"_blank\">Retirement Advantage PEP | CBIZ. <\/a><\/p>\n<p>\n        <b>About CBIZ<\/b><br \/>\n        <br \/>CBIZ, Inc.\u00a0(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to\u00a0accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=UpiuvT9EdZifzMqu8Awj3ASdkS1O4CsVzq0pxf8In-5zNDquNqL3UbG9_15Io0l6X6pe-K6hnIKe_yXi82ThBlQWtrbyowyVrv-1vInvBkoQ8j1PaTfmKFUzIVYNQTZXhWhcsNL_BRlJ4uXYBW5BR-10X0lZacm-e_XEsRH-Zc70VNzgYOpXINcPAixCqvlrIOntglYVXGps9EV3myV8RE177SIK-pqbwhW79XdfDTdWWPHMb-pqVkLlXCmvM57_zIZPikSWPnCj9gzb_y3UwAq2okvVSNnL39Fj2T8MAU5iH53O603jYasfC7QI7iyerxhdvZ-3GHciBijd22EVLf7FaC-j7ZOtWwNqClnXomJmvCC3TvsIiSg-CLUkMVzV1jxoJ6V3ZM-hKbG7-0BAcjD-npUCCAFpaHmPwI9AC8FvB52Mi8hX8rIAfc45e5XFWQJsugA1iw5j9-g_D1siwOZrD9z46YAEkEnavqYaEgcRtAJh5J6XaaWqb30cmXUnGT0VEh03hDMLAadOv6gTWmeA0B947bV33dPl3bz3YyqeOi-Z2sFv7aWs9k75RMq0bLX4d6Zl2xgi4X2jGlEYXmC4kkZNjvhjI6nPExPVpx1mqypGQWjqI5wYkiGHgua18GXe_cFBCANHbiLYUoszo6zBg8rR7YZnS-eK9rsietXcPkBprsdZoN7pQ2eqTspGPlwugfveZMmAG2Ogv45fE0OPmF6_TuMrgQALndAsAxHwZvbWAr3OFd4rXn6i5LTVJVXfcntiRo3AzdLaxjrLtemrgERFsgv-G2JtTiZ95yxbsmORvLHBAICI88wzrLZNlslBFPbsxzgZCXpINhUPc2a5RLp37K3JMEHAMCQEyEr1fhS4F0GyGmjwrfDrhF9apierjLhbKobk1B9M5b3NXda023cTpkFPMkXoBZduyJ0dtBD-uVmihzpxkuw5Ok1xcURpkE-ddXm9hfj4riDSbG7jmYIwFk1gTK02tnvAr8UJ5Gy77RBUdQjQUoDP7By8NorHNvGJG38HJ5YtgsOFrdzgkenGUqba3HGCTyv7BAzVupI9HrzBdPdSRjhJY7HaenQsoKppMUpq19anVZ2gnqDcPvDgopRImIjmridmLeTR6-4cUCO__w6tfhhprPIwc122MdbOGzCPEW4edJnygA==\" rel=\"nofollow\" target=\"_blank\">www.cbiz.com<\/a>.\u00a0<\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTc2NzE2MCM3NzIwNDM4IzUwMDE1MzI4NQ==\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/YjljZDFiZGYtOTRlNi00NzdiLTg2ZTMtNjA2ZTVhOTFlNDhjLTUwMDE1MzI4NS0yMDI2LTA3LTIzLWVu\/tiny\/CBIZ-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\">\n<pre>Amy McGahan\r\nCBIZ, Inc.\r\namy.mcgahan@cbiz.com\r\n<\/pre>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CLEVELAND, July 23, 2026 (GLOBE NEWSWIRE) &#8212; July 23, 2026 \u2013 CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, today announced it has launched the CBIZ Retirement Advantage PEP, a retirement solution designed to help middle-market businesses simplify retirement plan administration, reduce fiduciary burdens and provide employees with a competitive workplace savings benefit. The CBIZ PEP delivers the level of oversight and discipline typically associated with large-plan providers, adapted for growing middle-market organizations. Unlike providers focused solely on retirement plan administration, CBIZ combines retirement consulting with a broad suite of employee benefits, insurance, payroll and advisory services, allowing clients to address workforce needs through an integrated approach. Employers continue to face growing complexity associated with retirement plan governance, &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-984261","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CLEVELAND, July 23, 2026 (GLOBE NEWSWIRE) &#8212; July 23, 2026 \u2013 CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, today announced it has launched the CBIZ Retirement Advantage PEP, a retirement solution designed to help middle-market businesses simplify retirement plan administration, reduce fiduciary burdens and provide employees with a competitive workplace savings benefit. The CBIZ PEP delivers the level of oversight and discipline typically associated with large-plan providers, adapted for growing middle-market organizations. Unlike providers focused solely on retirement plan administration, CBIZ combines retirement consulting with a broad suite of employee benefits, insurance, payroll and advisory services, allowing clients to address workforce needs through an integrated approach. Employers continue to face growing complexity associated with retirement plan governance, &hellip; Continue reading &quot;CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2026-07-23T20:28:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTc2NzE2MCM3NzIwNDM4IzUwMDE1MzI4NQ==\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits\",\"datePublished\":\"2026-07-23T20:28:07+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\\\/\"},\"wordCount\":343,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTc2NzE2MCM3NzIwNDM4IzUwMDE1MzI4NQ==\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\\\/\",\"name\":\"CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits - 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/","og_locale":"en_US","og_type":"article","og_title":"CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits - Market Newsdesk","og_description":"CLEVELAND, July 23, 2026 (GLOBE NEWSWIRE) &#8212; July 23, 2026 \u2013 CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, today announced it has launched the CBIZ Retirement Advantage PEP, a retirement solution designed to help middle-market businesses simplify retirement plan administration, reduce fiduciary burdens and provide employees with a competitive workplace savings benefit. The CBIZ PEP delivers the level of oversight and discipline typically associated with large-plan providers, adapted for growing middle-market organizations. Unlike providers focused solely on retirement plan administration, CBIZ combines retirement consulting with a broad suite of employee benefits, insurance, payroll and advisory services, allowing clients to address workforce needs through an integrated approach. Employers continue to face growing complexity associated with retirement plan governance, &hellip; Continue reading \"CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/","og_site_name":"Market Newsdesk","article_published_time":"2026-07-23T20:28:07+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTc2NzE2MCM3NzIwNDM4IzUwMDE1MzI4NQ==","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits","datePublished":"2026-07-23T20:28:07+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/"},"wordCount":343,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTc2NzE2MCM3NzIwNDM4IzUwMDE1MzI4NQ==","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/cbiz-launches-cbiz-retirement-advantage-pep-pooled-employer-plan-to-help-middle-market-businesses-attract-retain-and-reward-talent-by-simplifying-retirement-plan-administration-and-enhancing-employ\/","name":"CBIZ Launches CBIZ Retirement Advantage PEP (Pooled Employer Plan) to Help Middle-Market Businesses Attract, Retain and Reward Talent by Simplifying Retirement Plan Administration and Enhancing Employee Benefits - 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