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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
b. Industry Trends and Emerging Issues – timely consulting on benefits industry trends and emerging benefit issues.
You can expect top-notch customer service and regular legislative updates. CBIZ also offers regular seminars,
webinars and other learning opportunities to help you stay abreast of breaking regulatory developments and benefit
trends.
CBIZ clients receive regular updates on legislation, trends and best practices through a variety of sources:
CBIZ legal resources, including compliance support and legislative updates from our in-house legal
staff
Regular online and print publications
Web-based information sessions (webinars)
Year-round access to CBIZ Client Portal Online, a comprehensive online HR portal that includes HR and
benefits resources, compliance guides and employee education tools.
CBIZ National resources vet new trends and solutions routinely and based on that research provide updates to
clients during our annual stewardship and strategic planning meetings or more frequently as needed.
Finally, our clients are kept abreast of industry trends and innovations though the benchmarking resources we
provide. Benchmarking is provided from a variety of resources listed throughout our proposal.
Unparalleled Compliance Resources
One of CBIZ’s greatest strengths is our compliance practice. Every CBIZ associate receives ongoing compliance
training to ensure that the plans they design and manage are fully compliant with all state and federal mandates.
Our associates are supported by CBIZ’s in-house legal staff which is one of the best in the business. Their mission is
to identify, research and analyze complex legislative issues so that our clients don’t have to. Our legal professionals
are knowledgeable about past, current and pending legislation and how it affects benefit plan sponsors and
participants. CBIZ Legal is also adept at communicating complex issues in simple and actionable terms through a
variety of client publications including free e-bulletins, newsletters, and handbooks. As a CBIZ client, you will have
full access to our in-house counsel for guidance on compliance issues.
c. Benchmarking – tools and resources offered to assist with benchmarking.
Benchmarking, Benefit Plan Audit, and Review of Current Plans
As the competition to attract and retain highly qualified employees intensifies, you need to know how your benefit
offerings measure up against those of your competitors. It’s also essential to review your current plans in light of
your organizational and financial objectives. CBIZ offers benchmarking analysis and plan audit services that can
help.