Pike RFP

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)

Publications and Public Speaking Events



”Floor Offset Plans- Are They Worth the Effort?” –

Speaking Engagement, ACOPA Webcast Series (December 2016)



“Take 5: Erase The Risk of Employee Pension Plans” –

Philly Biz Magazine

(December 2016)



“Ethics” –

Speaking Engagement, CCA Webcast Series

(December 2016)



“Are ERFs BRFs” –

ACOPA E-News

(November 2016)



“Alternative Pension Accounting Issues” –

Speaking Engagement, AAA Webcast

( November 2016)



“The New Cash Balance Pre-Approved Plan Document”

Speaking Engagement at The ASPPA Annual Conference

(October 2016)



‘case Studies of Professionalism: Navigating the ASOP’s” –

Speaking Engagement at the Conference of Consulting

Actuaries Annual Meeting

(October 2016)



“Can Funds with 12b-1 Fees Still Work in Retirement Plans?”

PLANSPONSOR

(October 2016)



“Late Breaking Developments” –

Speaking Engagement at the CCA Annual Meeting

(October 2016)



“Measured Use of 12b-1 Fees Will Continue” –

PLANADVISER

(October 2016)



“S&P, Dow Close Around Breakeven As Dollar Hits 7 Month High; Stocks Post Weekly Gains” –

CNBC, Yahoo Finance

(October 2016)



“Small Plan Funding Update” –

Speaking Engagement at the ASPPA Annual

Conference (October 2016)



“Significantly Underfunded and Overfunded DB Plans” –

Speaking Engagement at the ASPPA Annual Conference

(October 2016)



“Ask the Experts” –

Panelist at the ASPPA Annual Conference

(October 2016)



“Current Events” –

Panelist at the ASPPA Annual Conference

(October 2016)



“Defined Benefit Q&A” -

Panelist at the ASPPA Annual Conference

(October 2016)



“Stocks Close Higher As Financials, Energy Jump More Than 1%” –

CNBC, Yahoo Finance, MSN

(October 2016)



“U.S. Stocks Retreat Amid Tepid Growth Outlook, Brexit Concerns” –

Bloomberg Business

( September 2016)



“Stocks Bounce Following Dovish Fed Remarks” –

Seeking Alpha

(September 2016)



“Asian Markets Mixed As Traders Digest China Data, Dovish Speech From Fed’s Brainard” –

CNBC

(September 2016)



“Dow Up 250 Points, Stocks Up 1% Amid Dovish Speech Fed Rhetoric” –

CNBC

(September 2016)



“Women and Retirement” –

Speaking Engagement at The Living In Vitality Conference

(September 2016)



“Have You Met MEP” –

Financial Advisor

(August 2016)



“Are 401(k) 3(38) Services Worth The Price” –

401(k) Specialist

(August 2016)



“Relief for Frozen DB Plans and Other Late Breaking Guidance” –

Speaking Engagement at the Western Benefits

Conference

(July 2016)



“Ask the Experts” –

Panelist at the Western Benefits Conference

(July 2016)



“Stocks End Little Changes After Mixed Day” –

Associated Press

(July 2016)



“Pound Plunges to 30-Year Low Against Dollar, Yen Surges As UK Votes to Brexit –

CNBC

(June 2016)



“Gold and Gold Miners Are The Clear Winners In The Brexit Sell-Off” –

CNBC

(June 2016)



“How Pro Investors Are Playing The Brexit Vote” –

Investor’s Business Daily

(June 2016)



“U.S. Stocks Rise as Fed Signals Slower Rate Pace on Mixed Growth” –

Bloomberg Business

(June 2016)



“Women and Business Q&A”

Huffington Post

(June 2016)



“ASOPs ad Actuarial Communication” –

Speaking Engagement at the Actuaries Club of Philadelphia Spring Meeting

(May 2016)



“Stocks Lose Luster Amid Flat Return Cycle” –

Crain’s Cleveland Business

(May 2016)



“Kohl’s Follows Macy’s Into Tailspin as Retailer’s rout Persists” –

Bloomberg Business

(May 2016)



“Macy’s Dimmer Outlook Sends Retail, Apparel Stocks Tumbling” –

Bloomberg Business

(May 2016)



“U.S. Stocks Gain In Afternoon Trading As Crude Oil Rises” –

The Associated Press/ The Washington Post

(May 2016)



“U.S. Stocks Climb In Broad Rally As Crude Oil Rises” –

The Associated Press/CNBC

(May 2016)



“Pension Risk Transfer from Different Perspectives” –

Speaking Engagement at the Enrolled Actuaries Meeting

(April

2016)



“Late Breaking Developments” –

Speaking Engagement at the Enrolled Actuaries Meeting

(April 2016)



“Benefit Restrictions- Can I Pay That Lump Sum or Not?” –

Speaking Engagement at the Enrolled Actuaries Meeting

(April 2016)



“Section 415 Issues with Emphasis On MASDs” –

Speaking Engagement at the Enrolled Actuaries Meeting

(April

2016)



“U.S. Jobs Growth Solid, Wages Rise” –

Yahoo Finance

(April 2016)