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CBIZ RETIREMENT PLAN SECONDARY BENEFICIARY FORM Primary Beneficiary Designation All CBIZ Retirement Plan participant accounts are posted at www. Record your current primary beneficiary information. Secondary Beneficiary Designation All participants may choose to name a Secondary Beneficiary. Massmutual.com/retire. Please post your Primary Beneficiary at this account site. This is the most important beneficiary designation you will make. This is the beneficiary of your account upon your death...
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The CBIZ retirement plan secondary is an additional plan offered through CBIZ for retirement savings.
Employees who participate in the CBIZ retirement plan are required to file the secondary plan.
To fill out the CBIZ retirement plan secondary, employees must follow the instructions provided by CBIZ and provide accurate information about their retirement savings.
The purpose of the CBIZ retirement plan secondary is to provide additional retirement savings options for employees.
Information such as contributions, account balances, and investment options must be reported on the CBIZ retirement plan secondary.
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