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SEC File No. 801-56332
March 30, 2017
Page 13 of 13
ITEM 17- VOTING CLIENT SECURITIES
As a registered investment adviser, CBIZ RPAS has made a business decision that it will not vote customer
proxies or hire a proxy service to meet this obligation. Should a third party manager utilized in the CBIZ
Managed Solutions program routinely vote client proxies, the client will be informed of their proxy policies
through receipt of their Form ADV Part 2 or by a separate delivery of their proxy policy. Retirement plan proxies
will either be passed to the participants of the plan to act upon or the plan will retain the responsibility to vote the
proxies.
ITEM 18- FINANCIAL INFORMATION
CBIZ RPAS is required in this item to provide you with certain financial information or disclosures about its
financial condition. CBIZ RPAS does not have any financial commitment that would impair its ability to meet
any contractual or fiduciary obligations it may have to its clients and the firm has not been the subject of any
bankruptcy proceeding.
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