Pike RFP

Your workforce is your most valuable asset.

Invest in the financial wellness of your employees and get a ROI from increased productivity,

job satisfaction, higher retention rates, and lower health care costs. Financial fitness is

not easy to come by for your workforce, and this explains why financial wellness programs

are the fastest growing benefit in the U.S. CBIZ has created a multi-channel, robust financial

wellness solution that adds value to your organization and participants.

RISK MANAGER

™

the CBIZ

Benefits to the employer

Benefits to the participant

•

Increased productivity, job satisfaction,

retention, and morale

•

Increased viability of participant retirements,

avoiding potential liability of an aging

workforce and increased health care costs

•

Fiduciary best practice to educate,

particularly from a holistic approach

•

Can be used for employer wellness

point programs

•

CBIZ handles program management

and administration

•

Reduced stress and anxiety associated

with poor financial wellness

•

Improved health, happiness, and relationships

•

Improved workplace productivity

•

Armed with the knowledge to take

control of their financial situation and

not rely on others

CBIZ

Financial

Wellness

solutions

Financial finesse

• Financial Wellness Assessment and

personalized action plan

• Comprehensive Financial Learning Center

• Mobile application

• Employer reporting

viability

• Custom illustrations

showing financial impact

of wellness programs

Participant education

and advice

• Group and 1-on-1 meetings

• Call center

• Passport

• Fiduciary advisor designation

• Plan health tracking

Proprietary

wellness content

• Presentations/workshops

• Recorded webinars

with attendance tracking

BlooOm

• Robo-advisor

• Acts as fiduciary

• Independent of

recordkeeper

student

loan genius

• Student Loan Repayment

Optimization Tool

• Employer matching

programs

Learn more at

retirement.cbiz.com

or call (866) 560-2431.

CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. market

investment advisory, third party administration, actuarial and other corporate retirement plan services.

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

SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services. (NYSE Listed: CBZ)

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

CBIZ

Retirement

Plan Services