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As mentioned above, CBIZ Retirement Plan Services takes a team approach when providing
consulting services to organizations. We have functional experts in each retirement plan risk area
and utilize a variety of personnel and resources to deliver the highest level of services to our clients.
CBIZ Retirement Plan Services is very proud of our team’s credentials, expertise, and experience in
qualified and non-qualified retirement plan consulting. Our team of over 450 employees across 32
locations has earned over 180 accreditations relating to retirement plans and investments. Many of
these accreditations required years of study and require hours of continuing education.
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.
3. Why should our company select your organization? What sets your services apart from
your competition? Please give at least two objective reasons.
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 providing comprehensive, customizable services and having the
highest qualified retirement plan consultants in the industry.
Further, CBIZ Retirement Plan Services is independently certified as a CEFEX (Centre for Fiduciary
Excellence) Investment Advisor, confirming that CBIZ RPS adheres generally to the fiduciary
standards of excellence (referred to as the Fiduciary Practices) as defined by the “Prudent Practices
for Investment Advisors” (U.S. Edition) handbook as published by Fiduciary360 (fi360). We are also
independently certified as CEFEX Fiduciary Adviser verifying our process for providing investment
advice to retirement plan participants.
Our services represent a comprehensive suite of tools that help plan sponsors manage risk and
enhance participant retirement outcomes. We believe that the noted differentiators separate our
team and solutions from the competition. We are confident that we can manage the required tasks
as outlined by your request for proposal and will work hard to produce an outcome that meets the
objectives of your organization.
Section C – Services
(1)
– Performance Monitoring and Reporting
1.
Describe your firm’s performance reporting and evaluation services.
The following tools/applications/software are proprietary and utilized for the quarterly due diligence
process of evaluating managers:
-Morningstar Direct – Utilized for Quarterly Investment Due Diligence Reporting
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