Pike RFP

CBIZ RPS has been at the forefront of assisting Committees manage the tasks associated with their

investment programs on behalf of participants. While we have included Case Studies in the Exhibits

Section, it’s important to note some of the achievements gained for clients and their participants in

the past 12 months.

CBZI RPS has successfully identified, negotiated, provided investment enhancements and gained fee

savings for more than 30 organizations in the last year by providing a comprehensive investment/fee

assessment to identify opportunities (typically 20-40% cost savings) from previous plan

structures/relationships. Due to our footprint in the retirement plan marketplace as one of the

largest investment consultants for qualified plans, CBIZ RPS has direct relationships with senior and

executive management at recordkeepers to negotiate on behalf of their clients and participants.

In addition, CBIZ RPS has also expanded our proprietary Target-Date Evaluator

process to help

identify the most appropriate target-date fund family on behalf of clients and their participants (30

different lifecycle/lifestyle families researched on an annual basis).

Finally, CBIZ RPS has created its Stable Value Product RFI that benchmarks the leading stable value

products, guaranteed and fixed-income investment vehicles on behalf of plans as compared to the

Hueler Stable Value Index and other marketplace products.

Section B - Service Team

1. Who will be responsible for the consulting relationship? Please provide a brief biography.

While Jamie Stampar will act as CBIZ’s Primary Relationship Manager for Pike, Eric Endress, CFA,

AIF® will lead the Retirement Plan Services’ Team. Mr. Endress will be accompanied by the following

CBIZ RPS Team Members to support the Pike relationship:

Eric Endress, CFA, AIF®

Vice President/Senior Investment Consultant

216-520-6161

Cory McComas, CPFA

Investment Consultant

216-520-6176

Jennifer Zeck, QKA

Retirement Compliance Consultant

216-525-1089

Please see the Exhibits Section for the CBIZ RPS Service Team’s biographies, as requested.

2. Describe your "consulting philosophy" (i.e. your role as a consultant).