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Benchmarking.pdf

161

Binder1

161

3 CBIZ_PPT_Template_2015

161

COST

161

Slide Number 23

162

Slide Number 24

163

Slide Number 25

164

Slide Number 26

165

PLAN DESIGN

166

Slide Number 28

167

Slide Number 29

168

Slide Number 30

169

Slide Number 31

170

Slide Number 32

171

Slide Number 33

172

Slide Number 34

173

Slide Number 35

174

Slide Number 36

175

Slide Number 37

176

Slide Number 38

177

Slide Number 39

178

Section VII – Fiduciary Responsibility/Legal Opinion Letter/404(c) Checklist

257

Section VIII – CBIZ Retirement Plan Services SEC Form ADV Part 2

257

Section IX – Sample Investment Monitoring Report (Separate) and Investment Assessment

257

Section X – Case Studies

257

Section XI – Annual Consultant Review

257

Section XII – Retirement Matters Newsletter/The Advantage Newsletter/Financial Wellness

257

October 11, 2017

258

Pike Cover.pdf

256

Slide Number 1

256

0.0 Pike Ex Cover

285

Slide Number 1

285

1.0 CBIZ RPS Service Agreement.ERISA.SAMPLE

286

1.1 Scope of Services Proposal_PIKE_Final

291

2.2 CBIZ Why CBIZ

299

2.3 CBIZ RPS Locations

300

2.3 RPS Advisor Checklist

301

3.1 IPS Template_ERISA_3.21_2014

302

3.2 Legal Opinion Stmt of Invest Plcy 6-14-12 -17301

309

4.2 CBIZ Bio_CLE_Endress

311

4.3 CBIZ Bio_CLE_McComas

312

4.5 CBIZ Bio_CLE_Zeck

313

4.6 CBIZ Bio_CLE_Ontko

314

5.1 CEFEX Letter of Registration CBIZ - R8

315

5.2 DBR Reish Legal Opinion CEFEX_12.2011

317

6.0 CBIZ Investment Advisory Solution

323

6.1 Investment Process Slides

324-325

6.2 White Paper_CBIZ Due Dilligence Process

348

6.3 CBIZ 4 Pillars of Investing

350

7.0 CBIZ Fiduciary Risk Manager 401(k)

351

7.1 Legal Opinion Retirement Plan Sponsors -18525

352

7.2 CBIZ Fiduciary Governance Solution

356

7.3 404c Checklist

357

7.4 CBIZ Benchmark Assessment 401k

359

8.0 CFS 2017 CFS Form ADV Part 2_FINAL

360

10.0 References_PIKE

373

10.1 CBIZ_CaseStudy_31

374

10.2 CBIZ_CaseStudy_25

375

10.3 CBIZ_CaseStudy_52

376

11.0 AnnualConsultant Review 2017

377

12.0 CBIZ Financial Wellness Solution

384

12.1 RetirementMatters_Q1_2017_EN_CLE

385

12.2 The Advantage February 2016

389