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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
2. Would specialized services provided by your firm be rendered to Unipres on an a la carte basis (whether charged
to your local office or to Unipres)? Specialized services such as: Actuarial, Compliance, Wellness, Communications
etc.
Typical client engagements are comprehensive in nature and all health and welfare-consulting services are included
in one fee. The following table represents a general list of services included in our fee and those services, which
may require additional fees.
Service
Fee Status
Client Onboarding
Included
Initial Review
Included
Statement of Opportunities and Risks
Included
Strategic Plan
Included
Implementation Support
Included
Health and Welfare Scope of Support Services*
Included
Compliance Checklist
Included
Wellbeing Consulting
Included
Wellness Coordinator
May require additional fees
Onsite Clinic Support
Included
Onsite Clinic Resources
May require additional fees
Online Enrollment/Administration
Consulting/Implementation
Included
Online Enrollment/Administration System
May require additional fees
Employee Communication Materials/Custom
Benefits Website
Included
Actuarial Services
Included
Pharmacy Review
Included
NavMD
Included
5500 Preparation
Included
Form 720 Preparation
Fee proposal available upon request
CBIZ ACA Checkpoint (ACA Reporting)
Fee proposal available upon request
CBIZ COBRA Administration
Fee proposal available upon request
CBIZ Section 125 Administration
Fee proposal available upon request
Compensation Consulting
Fee proposal available upon request
*See exhibits section for more information regarding the scope of services and sample deliverables.