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CONF I DENT I A L │ PAGE 6
Health and Welfare Benefit Brokerage Services Proposal
Project Scope, Mandatory Requirements
We understand and promise to provide EMKF a strategic partner for the analysis, design, implementation support
and maintenance of your health and welfare benefit programs. We believe we are the best partner to facilitate an
effective slate of valuable benefit providers. We are confident our scope of services meets and in most cases
exceeds all of the Foundation’s employee benefit needs. We align in the Foundation’s vision that employee benefits
play a key role in the overall culture of your organization and the engagement and retention of your valued
associates.
To keep ahead of the curve on trends and benchmark, we regularly ask our clients what is most important to them.
The most common answers:
We listen to our clients and are constantly devising and refining approaches and strategies to help our clients stay in
front of trends and regulatory changes. Tell us what matters most to you, and we will work with you to address it.
Foremost, our CBIZ team tailors the scope of services, and then executes to meet the objectives of the client.
CBIZ’s collaborative and strategic approach fosters a true partnership between CBIZ professionals and our clients.
Our focus is to help you strategically align your employee benefit offerings with organizational goals and legislative
mandates, obtain the best pricing, manage compliance liability, and maximize employee satisfaction. The proposed
scope for the Foundation includes the following areas of support (a detailed scope is located in Exhibit C).
Financial
Management
& Actuarial
Services
Compliance &
Regulatory
Affairs
Pharmacy
Benefit
Consulting
ACA Guidance
Plan
Renewals &
Management
Strategic
Planning
Client
Assessment
Employee
Education
And
Communication
Ongoing
Support
Day to Day
Service
Wellbeing
Solutions and
Onsite Clinic
Consulting
Maintaining
Healthcare
Costs
Attracting &
Retaining
Employees
High Touch
Client Service
Employee
Engagement
& Health and
Wellbeing
Third – Party
Vendor
Partnerships
Regulatory
Compliance