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Request for Proposal Table of Contents

I.

Request for Proposal

Section I – Executive Summary

3

Section II – Introduction to CBIZ Retirement Plan Services

5

Section III – The Fiduciary Risk Manager

TM

7

Section IV – Retirement Plan Consultant Request for Proposal

9

II.

Exhibits

Section I – CBIZ Retirement Plan Services Scope of Services and Service Agreement

Section II – CBIZ Service Team/Advisor Checklist

Section III – CBIZ Retirement Plan Services Sample Investment Policy Statement & Legal

Opinion Letter

Section IV – Team Biographies

Section V – CEFEX Certification – Fiduciary Advisor and Investment Advisor and Legal Opinion

Letter

Section VI – CBIZ Retirement Plan Services “Investment Processes, Philosophy, and

Methodology” and “Investment Consulting Services & Due Diligence” White Paper

Section VII – Fiduciary Responsibility/Legal Opinion Letter/404(c) Checklist

Section VIII – CBIZ Retirement Plan Services SEC Form ADV Part 2

Section IX – Sample Investment Monitoring Report (Separate) and Investment Assessment

Section X – Case Studies

Section XI – Annual Consultant Review

Section XII – Retirement Matters Newsletter/The Advantage Newsletter/Financial Wellness

2