Pike RFP

CBIZ

Retirement

Plan Services

The CBIZ Registered

Investment Advisory Solution

™

CBIZ’s team of credentialed and experienced investment specialists are focused on

helping you meet your fiduciary duties. We will help you select, monitor and replace

investment options. Our well-defined investment due diligence process will give

you confidence that you’re implementing best practices to lower fiduciary risk and

improve the retirement plan outcomes of participants.

Feel confident with

the CBIZ Research Team:

•

Independent, conflict-free

investment advice

•

Serve as 3(21) Fiduciary

•

Serve as 3(38) Investment Manager

•

Credentialed Investment Experts

•

Chartered Financial Analysts (CFA)

•

Accredited Investment Fiduciary

(AIF

)

•

CEFEX Certified

CEFEX provides an independent recognition

of CBIZ’s conformity to a defined Standard of

Practice. It implies that CBIZ can demonstrate

adherence to the industry's best practices,

and is positioned to earn the public's trust.

This registration serves investors who require

assurance that their investments are being

managed according to commonly accepted

best practices. CEFEX certification helps

determine the trustworthiness of investment

fiduciaries.

RISK MANAGER

™

the CBIZ

Our Process

Identification

We identify and proactively recruit top institutional

and mutual fund managers.

Analysis

Managers who meet our strict qualifications are

subjected to in-depth and systematic analytical scrutiny.

We evaluate each candidate from three perspectives:

Quantitative:

provides initial insight into the

long-term potential of a particular manager or portfolio

Fundamental:

a thorough understanding of the

manager’s investment process and portfolio structure

is required to gain confidence in the manager’s ability

to consistently generate sustainable excess returns

Qualitative:

we scrutinize the manager’s investment

philosophy, process, and organization

Ongoing Monitoring

Once a manager or fund is part of the CBIZ

program, our analysts continue to review all aspects

of the manager’s performance, investment process

and operations on a quarterly basis.

Investments and advisory services offered through CBIZ Financial Solutions, Inc., member FINRA,

SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.

CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)

6050 Oak Tree Blvd. S., Suite 500 • Cleveland, OH 44131

Learn more at

retirement.cbiz.com

or call (866) 560-2431.