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Agenda

I.

CBIZ Account Management Team

II.

Prior Plan Year Review

a)

Summary of Current Programs & Renewal Dates

b)

2017 Renewal Review

III.

Financial Performance

a)

Financial Overview

IV.

Plan Performance

V.

Strategic Plan

a)

Innovations & Considerations

b)

3 Year Strategic Plan

c)

Timeline

d)

Wellbeing Overview

VI.

Benchmarking and Trend Information

VII.

Compliance and ACA Review

VIII.

Exhibits

a)

Current Plan Summaries

b)

Historic Renewal Action

c)

Millennial Benchmarking Report

d)

BlueCross Cost Containment Option

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