Grant Thornton Advisors to Buy CBIZ for $5B, Create Stand-Alone Benefits Firm
The spinoff firm will focus on retirement, insurance and payroll services, with backing from private equity firm New Mountain Capital.
Tag: CBIZ
CBIZ Debuts PEP for Mid-Market Businesses
The CBIZ Retirement Advantage Pooled Employer Plan includes 3(16) fiduciary services and 3(38) investment management.
Advisory M&A News – 2/12/24
Former Goldman wealth adviser creates RIA for business owners; Private Advisor Group adds $120M firm; and CBIZ bolsters tax and...
Retirement Industry People Moves – 2/9/24
TIAA’s Stickrod gets expanded lifetime income role; T. Rowe promotes veterans in retirement and wealth services shuffle; SEI hires a...
Cbiz Adds to Retirement Plan Capability With APA Acquisition
The financial and insurance advisory brings on Indianapolis-based American Pension Advisors, along with its 1,200 clients.
Labor Demand Outweighing Recession Fears for SMBs
Business confidence is down among small employers. But 401(k) and other benefits are likely to remain amid long-lasting tight labor...