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ABC Company Retirement Plan
Thank you for your business!
In the previous sections, we provided a current analysis of the asset allocation of the plan and quantitative benchmarking performance data of each of your plan's investment
options. We strongly support your desire to prudently manage your plan and provide this review as documentation of the skill applied and care taken to uphold your fiduciary role.
Thank you for allowing us to assist you in your efforts to manage your plan.
CBIZ Retirement Plan Services
By:_________________________________________________________________________________________________
Date:_______________________________________________________________________________________________
Client Acknowledgement
By:__________________________________________________________________________________________________
Date:_________________________________________________________________________________________________