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Section IV – Retirement Plan Consultant Request for Proposal
Section A – Company Profile
1.
Briefly describe your organization, date founded, history, ownership, and other business
affiliations at each level: corporate, retirement practice and local firm.
CBIZ, Inc. (CBZ) is a publicly traded corporation on the NYSE and is headquartered in Cleveland,
Ohio. CBIZ is one of the nation’s leading providers of an array of business services, from accounting
and tax to benefits and insurance, and a wide range of consulting services across 100+ offices
around the country.
CBIZ provides professional business services, products and solutions that help its clients grow and
succeed by better managing their finances, plans, and employees. These services are provided to
companies of various sizes, as well as individuals, governmental entities and for-profit enterprises
throughout the United States and parts of Canada. CBIZ delivers its integrated services through the
following three practice groups:
Financial Services
Employee Services (*Retirement Plan Services)
National Practices
CBIZ Employee Services, which CBIZ Retirement Plan Services falls under, is a national provider of
consulting and design services. We work with clients to develop a successful benefits strategy,
provide CBIZ’s local benefits services, complemented by our national practice strength and
expertise, and use technology to enhance and streamline the delivery of these services.
CBIZ RPS believes that its diverse and integrated service offerings result in advantages for both the
client and for CBIZ Retirement Plan Services. By providing custom solutions that help clients
manage their finances and employees, CBIZ RPS enables its clients to focus their resources on their
own core values and operational competencies. Additionally, working with one provider for several
solutions enables CBIZ RPS’ clients to utilize their resources more efficiently by eliminating the need
to coordinate with multiple service providers. The ability to combine several services and offer them
through one trusted provider distinguishes CBIZ Retirement Plan Services from other service
providers.
2.
Identify or describe any litigation or investigation by a regulatory authority that your
organization or your current or previous consultant(s) have been involved in relative to the
services outlined in this document in the last five (5) years.
During their current employment, no individuals have been disciplined by a government regulator for
unethical or improper conduct. From time to time and in the normal course of business, our
corporation is involved in claims that involve issues related to our brokerage and consulting
activities. At this time there are no claims that would negatively impact CBIZ RPS’s or any of its
employees’ ability to perform its duties and obligations under this engagement for Pike.
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