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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
j. Annual Reporting Requirements – assist in meeting annual reporting deadlines, including Form 5500.
Our scope of services includes preparation and facilitation of annual reporting requirements including but not
limited to 5500 preparation, Form 720 reporting , Summary of Benefits and Coverage, ERISA Wrap Documents, and
other regulatory notices and filings.
k. Employee Communications – assist in developing employee communication and related tools. Please provide
sample copies of employee benefit communication materials.
Employee Communications
The role of employee communication is to educate, inform and promote employee goodwill. It can inject a consumer
focus and foster a sense of shared responsibility. Most importantly, it can change perceptions and influence
employee actions. At the outset, we will identify specific short-term and long-term communication objectives, and
identify ways to make small but measurable change now that will ultimately lead to long-term, sustained change.
Communication Strategy
In devising a communication strategy, we will:
Examine your business and benefits landscape including demographics, culture, mission and values
Define objectives and desired outcomes, i.e. employee engagement and accountability, enrollment and
utilization
Assess recent communication efforts – what works and why?
Explore available communication channels including online employee communication and enrollment
tools, customized benefit tutorial videos
Develop messaging and identify appropriate mix of media (where appropriate, link benefit messages to
organizational values and vision)
Leverage internal resources/peer opinion leaders to enhance credibility and ensure consistent
messages
Communication Media and Materials
CBIZ offers a range of communication services, from basic enrollment support to customized communication
campaigns. Basic support is provided by CBIZ staff. Available media include printed materials, web content, audio-
visual, and face-to-face meetings, depending upon your preference and your internal capabilities. Materials may
include benefit decision guides, summary plan descriptions (SPDs), newsletters, announcement campaigns,
wellness bulletins, web blast announcements, online summaries.