CLEVELAND, July  23, 2026  (GLOBE NEWSWIRE) -- July 23, 2026 – CBIZ, Inc. (NYSE:CBZ), a leading national professional services advisor, today announced it has launched the CBIZ Retirement Advantage PEP, a retirement

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

CBIZ retirement PEP launch signals mid-market growth potential

<section class="insight" data-version="1">
  <section data-block="information">
    <h3>Information</h3>
    <p>CLEVELAND, July  23, 2026  (GLOBE NEWSWIRE) -- July 23, 2026 – CBIZ, Inc. (NYSE:CBZ), a leading national professional services advisor, today announced it has launched the CBIZ Retirement Advantage PEP, a retirement</p>
  </section>

  <section data-block="ai-summary-paragraph">
    <h3>AI Summary</h3>
    <p>CBIZ announced the Retirement Advantage PEP, a pooled employer plan designed to simplify retirement governance for mid-market employers while reducing fiduciary burdens. The program combines retirement consulting with CBIZ’s broader benefits, insurance, payroll, and advisory services, potentially boosting cross-sell opportunities and client retention over time.</p>
  </section>

  <section data-block="ai-summary-bullets">
    <h3>Key Points</h3>
    <ul><li>CBIZ unveils Retirement Advantage PEP for mid-market retirement plans.</li><li>PEP pools employers with fiduciary oversight, simplifying governance.</li><li>Integrated with CBIZ&#039;s benefits, insurance, and payroll services.</li><li>Aims to reduce admin complexity and fiduciary burden.</li><li>Could enable cross-sell and retention across CBIZ&#039;s platform.</li></ul>
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  <section data-block="companies-mentioned">
    <h3>Companies Mentioned</h3>
    <ul><li><strong>CBIZ, Inc. (CBZ)</strong>: Launch of Retirement Advantage PEP; potential revenue growth through cross-selling CBIZ services.</li></ul>
  </section>

  <section data-block="category">
    <h3>Corporate Developments</h3>
    <p>Category: Corporate Developments. The press release describes a strategic product launch expanding CBIZ&#039;s service line and could influence client acquisition and long-term revenue mix.</p>
  </section>

  <section data-block="market-moving">
    <h3>Market-Moving</h3>
    <ul><li>PEP launch could boost cross-sell revenue across CBIZ&#039;s services.</li><li>No immediate revenue or margin figures provided; depends on client uptake.</li><li>Market sentiment could improve if mid-market adoption accelerates.</li></ul>
  </section>

  <section data-block="key-facts">
    <h3>Key Facts</h3>
    <ul><li>Announcement date: July 23, 2026.</li><li>Company: CBIZ, Inc. (NYSE: CBZ).</li><li>Product: Retirement Advantage PEP, a pooled employer plan.</li><li>Target: middle-market employers for retirement governance.</li><li>CBIZ workforce: 9,500+ employees across 23 major markets.</li></ul>
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  <section data-block="trading-thesis">
    <h3>Trading Thesis</h3>
    <p>CBZ may see modest revenue lift in 12–24 months as PEP adoption scales.</p>
  </section>
</section>


<link type="text/css" rel="stylesheet" href="https://www.globenewswire.com/styles/gnw_nitf.css"></link><p>CLEVELAND, July  23, 2026  (GLOBE NEWSWIRE) -- <b>July 23, 2026 –</b> CBIZ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/quote/CBZ">CBZ</a>), 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>      <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>      <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>      <p>"Managing 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," said Paula Lewis, Senior Vice President, Third Party Administration Operations for CBIZ. "A PEP lets multiple employers share one professionally managed 401(k) plan, greatly reducing administrative burden and fiduciary responsibility."</p>      <p>Participating in CBIZ’s new PEP offers employers the following benefits:</p>     <p>   </p>  <ul><li style="margin-top:0in; margin-bottom:0in;">Reduced administrative complexity</li><li style="margin-top:0in; margin-bottom:0in;">Professional fiduciary oversight</li><li style="margin-top:0in; margin-bottom:0in;">Streamlined compliance and reporting</li><li style="margin-top:0in; margin-bottom:0in;">Access to institutional-quality retirement services</li><li style="margin-top:0in; margin-bottom:0in;">A competitive employee benefit that supports recruitment and retention</li></ul>  <p>    </p>  <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 &#x7C; CBIZ. </a></p>  <p><b>About CBIZ</b><br></br>CBIZ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/quote/CBZ">CBZ</a>) 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 accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit <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>. </p> <img alt="" class="__GNW8366DE3E__IMG" src="https://www.globenewswire.com/newsroom/ti?nf=OTc2NzE2MCM3NzIwNDM4IzUwMDE1MzI4NQ=="></img> <br></br><img alt="" src="https://ml.globenewswire.com/media/YjljZDFiZGYtOTRlNi00NzdiLTg2ZTMtNjA2ZTVhOTFlNDhjLTUwMDE1MzI4NS0yMDI2LTA3LTIzLWVu/tiny/CBIZ-Inc-.png" referrerpolicy="no-referrer-when-downgrade"></img><pre>Amy McGahan
CBIZ, Inc.
amy.mcgahan@cbiz.com
</pre>

CBIZ announced the Retirement Advantage PEP, a pooled employer plan designed to simplify retirement governance for mid-market employers while reducing fiduciary burdens. The program combines retirement consulting with CBIZ’s broader benefits, insurance, payroll, and advisory services, potentially boosting cross-sell opportunities and client retention over time.

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

News insight

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

AI summary

Sentiment rationale

Key facts

Corporate Developments