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CB I Z Re s pon s e │ Pa g e 10
In the end, organizations continue to struggle with understanding where their workforce fits into the retirement plan
space and if their programs are viable for their employees in comparison to peer organizations. CBIZ Retirement
Plan Services has created a proprietary “Plan Health Assessment” that effectively benchmarks Participation and
Deferral Rates relative industry averages and peers. The result is an annual document that is provided to the
Committee that tracks and monitors key participant/plan statistics to assist in leveraging internal discussions
regarding plan features, employee engagement, communication campaigns, etc. This would be provided to VNA
Corporation at no additional cost.
By helping our organizations manage their plans and tracking key metrics like plan participation (automatic
enrollment), employee contributions (automatic escalation), improving the employee experience (CBIZ’s proprietary
education series and Financial Wellness campaigns) and assisting in the negotiation of plan costs and services
(investments, recordkeeping, etc.) we can truly optimize the experience and ensure plan success. A full detailed
Scope of Services can be found in Exhibit A.and Sample Retirement Plan Services Implementation Timeline can be
found in Exhibit J.
Why Choose Us?
Local Expertise, National Resources
The multidisciplinary structure of CBIZ allows clients to tap into the resources of the nation’s #1 benefits
specialist, 18th ranked insurance brokerage firm and top 10 accounting firm. With over 4,000 associates in 100
plus offices across the country, CBIZ’s resources and services are uniquely suited to support the growth and
success of our clients. Our Kansas City office is the largest CBIZ office and is located minutes from VNAC.
Not-for-Profit and Healthcare Client-Centered Approach
We have a dedicated team of not-for-profit specialists with expertise in
serving the needs of not-for-profit organizations. Our proposed engagement
team possesses the technical skills and specialized not-for-profit
knowledge to provide the highest level of professional service. We bring
unique insight to the table, not just the ability to guide you through your
benefits brokerage and consulting needs. You will experience the value we bring
from serving over 1,100 Not-For-Profit and over 700 healthcare clients nationwide.
Community Involvement
While we are a national firm with deep and sophisticated resources, our focused approach and dedication to the
community allows us to offer very competitive fees for service and the best quality engagement team.
We Value Efficiency and Service
We understand the importance of creating efficiencies. We listen to your ideas and concerns and bring practical
solutions to you in both financial and operational areas. Expect us also to provide proactive communication about
new compliance and regulatory issues, insights into emerging risks, and other issues of importance to VNAC – at no
additional cost.