Pike RFP

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Brokerage Services for CBIZ Employee Services Organization
27. Describe how you support the ongoing professional development of yourclients.
CBIZ provides the following programs for client’s staff professional development:
 CBIZ publishes numerous periodic reports. See attached.
 CBIZ sponsors monthly webinars for our clients. See attached for a list of topics this year
 CBIZ University is available to our clients and their staff. See attached.
 CBIZ Atlanta staff conducts onsite training for HR and benefit staff on numerous topics ranging from
Group Insurance 101 to HIPAA
28. Does your firm provide assistance with executive benefits review anddesign?
CBIZ has in house experts in executive benefits and design providing compensation consulting, benchmarking
and design, as well as estate planning, differed compensation and wealth management. Three divisions within
CBIZ handle this area of expertise headed by:
Compensation Planning – Ed Rataj
Life and Estate Planning – Steve Sublett
Wealth Management – Brian Dean
29. Describe any additional services offered by your company that may be of interest toPike.
CBIZ full suite of services includes:
(Please see Scope of Services included after question 1)
 Property and Casualty Consulting / Brokerage
 Retirement Plan Service
 Human Resource Outsourcing – Full or Task Specific (see attached)
 FSA and COBRA Administration
 Executive Recruiting
 Executive Estate Planning and Business Continuation Planning
 Clinical Site and Practice Analysis e.g. onsite clinics, Accountable Care Organizations
 Cyber Security
 Accounting, Tax and Valuation Services
 Profit Recovery and Enhancement Practices
30. Provide examples of value-added with employers and how this was executed.
The following examples of Value Added for our client employers are:
 Employee Purchasing Programs
 Wellness Fairs, Incentives, and Giveaways
 Manual Data Conversion to Electronic Files and Manipulations
 Annual Compliance Guide by State
 Cyber Security Audit
 Foreign Language Assistance
 CBIZ University – Staff Training
 Pharm D review of Rx Utilization and Cost Mitigation Analysis
(See all attachments on the following pages)