13 / 107
CB I Z Re s pon s e │ Pa g e 13
Retirement Plan Services Strategic Planning Process
CBIZ RPS believes that its diverse and integrated service offerings result in
advantages for both the client and for CBIZ Retirement Plan Services. By
providing custom solutions that help clients manage their finances and
employees, CBIZ RPS enables its not-for-profit/501(c) clients to focus their
resources on their own core values and operational competencies.
Additionally, working with one provider for several solutions enables CBIZ
RPS’ clients to utilize their resources more efficiently by eliminating the
need to coordinate with multiple service providers. The ability to combine
several services and offer them through one trusted provider distinguishes
CBIZ Retirement Plan Services and specifically CBIZ, Inc. from other service
providers.
CBIZ Retirement Plan Services provides a unique depth of capabilities
which allows us to offer a broad menu of services to our retirement plan
clients. In addition, our comprehensive suite of services includes: project
management, plan design consulting, plan management support, and a wealth of
participant education tools, including financial wellness, we can also provide legal
support through our internal ERISA attorneys as well as through external ERISA
attorney retainer relationships.
3. Please indicate your firm’s subject matter experts and resources in the following areas
(please note whether or not these experts and resources are in-house):
Your CBIZ team starts with your local professionals and expands far beyond there. An entire group of specialized
experts stands ready to ensure all of your specific, unique employee benefits and HR technology needs are met. In
addition to the national experts below which are all in-house resources, CBIZ has selected an engagement team
specializing in healthcare and non-profit employers such as VNAC.