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2. Please confirm that any service agreement entered into will contain standard
representations and provisions from the firm that:
• It is and will continue to be a registered investment advisor under the Investment Advisor
Act of 1940 for the duration of the agreement;
• It is a fiduciary under ERISA for the services provided under the agreement;
• It will perform its services under the agreement in accordance with the Investment
Advisor Act of 1940, ERISA, and other applicable law;
• The firm will indemnify the Plan, the Committee and Pike Enterprises, LLC for any claims
and liabilities arising from the services provided by the firm under such agreement; and
• The firm cannot assign its responsibilities under the agreement without the permission of
Pike Enterprises, LLC and the Committee.
Upon receiving word that CBIZ RPS has been awarded the Pike Enterprises, LLC account, CBIZ RPS
will enter into discussions with Pike representatives to ensure that the representations and
provisions meet the needs of the client.
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