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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