October 11, 2017
Molly Willey
Director of Human Resources
Pike Enterprises, LLC
100 Pike Way
Mount Airy, NC 27030
RE: Employee Retirement and Investment Consulting Services Request for Proposal
Dear Ms. Willey,
Thank you for the opportunity to provide information regarding our comprehensive 401(k) Registered
Investment Advisory services for Pike Enterprises, LLC (“PIKE”). With more scrutiny placed on plan
sponsors today to meet fiduciary obligations, we offer resources and custom solutions aimed at
mitigating employer liability and helping employees reach their retirement goals.
CBIZ Retirement Plan Services’ mission statement is “to develop strong, long-term client
relationships based on trust and confidence, built upon the delivery of comprehensive solutions
utilizing our collective experience and expertise.” As a team, we do our best to always be proactive
and solution-oriented. We work to make our client’s lives easier by providing them with clarity and
confidence through effective internal and external communication.
CBIZ Retirement Plan Services is very proud of our team’s credentials, expertise, and experience in
qualified and non-qualified retirement plan consulting. CBIZ Retirement Plan Services differentiates
ourselves from competition by being comprehensive, customizable, and having the highest qualified
retirement plan consultants in the industry. Our services provide a comprehensive suite of
retirement planning tools and direct access to licensed financial professionals for investment
guidance.
CBIZ RPS has created our the Fiduciary Risk Manager™, which is a proprietary risk management
process developed to help individuals manage the personal liability associated with being a fiduciary
to a 401(k) defined contribution retirement plan. The Fiduciary Risk Manager
TM
improves the plan by
documenting the necessary steps surrounding the six primary risk areas relating to the management
of the retirement plan. By identifying and improving upon these six primary risk areas, plan sponsors
benefit from reduced risk, reduced time and expenses, and greater employee satisfaction with their
benefits package. Ultimately, the employees can benefit with enhanced retirement outcomes.
Again, we appreciate the opportunity to provide you with information about CBIZ Retirement Plan
Services. If you have any questions upon review of the information, please do not hesitate to contact
me.
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