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CONF I DENT I A L │ PAGE 65

Benefits Consulting Services RFP

Enrollment resource analysis

Vendor and technology support

Communication and Education

Design announcement letters and benefit outline summaries

Design a custom benefit booklet that meets your organization's compliance and fiduciary responsibilities

(Printing subject to additional fees)

Conduct onsite open enrollment meetings

Create benefit presentation video link for intranet that can be viewed by employees at any time

Ongoing Support and Day-to-Day Service

Account Services

Assist employees with claims questions and problems

Assist with billing, enrollment issues, ID cards, etc.

Develop and coordinate enrollment materials for new employees

Prepare and conduct educational benefit seminars/health fairs

Provide proactive benefit updates

Compliance and Regulatory Affairs

In-house Regulatory Affairs Attorney and Staff

Assist with federal and state requirements (COBRA, FMLA, etc.)

Provide proactive updates on pending legislative issues

Provide "For Your Benefit Booklet" for HR department

Compliance Checklist to be reviewed by CBIZ Account Managers and your client’s HR Department

Regulatory Updates - " Benefit Beat"

Time Sensitive Communication - "At Issue"

Health Care Reform Regulatory Updates