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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Table of Contents
Section
Page
Executive Summary................................................................................................................................................................3 Typical Savings Resulting from CBIZ Signature Process .....................................................................................................5 Table of Contents ...................................................................................................................................................................6 Section I Company Profile......................................................................................................................................................7 Section II Service Team ...................................................................................................................................................... 10 Section III Consulting Services ........................................................................................................................................... 15 Section IV Compliance ........................................................................................................................................................ 31 Section V Partnership Structure/ Fiduciary Requirements .............................................................................................. 36 Section VII Compensation .................................................................................................................................................. 38 Section VII Scope of Services ............................................................................................................................................. 41 References .......................................................................................................................................................................... 47 Why Choose CBIZ ................................................................................................................................................................ 48 Exhibits ................................................................................................................................................................................ 49