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Please see Exhibit G for a Sample Wellbeing Scorecards.
Combining Property & Casualty Programs into Overall Wellbeing Strategy
Wellness and P&C go hand in hand especially in terms of workers compensation
Healthier employees are less likely to get injured and tends to lead to a better overall culture
CBIZ strongly believes that a wellness committee should work in conjunction with a safety committee
We have utilized this strategy on several of our current clients with great success
Healthier employers have seen decrease in the overall number and severity of claims thus leading to a lower
overall premium
There are also cost savings that are harder to track in terms of productivity and cost savings in terms of not
having to restructure corporate structure (no substitutes/temporary workers) in order to fill the gap for an
injured employee
Financial Wellbeing Resources
CBIZ Retirement Plan Services has leveraged our suite of participant education/financial wellness services to create
a wellness plan in helping to increase participant engagement while balancing complex plan platforms to consider.
Based on our knowledge of VNA Corporation’s Retirement Plan, CBIZ RPS recommends the following action plan, as
requested:
Group or one-on-one meeting with a CBIZ advisor to discuss asset allocation, learning more about the plan
and going over savings and retirement strategies
Call center with dedicated advisors to provide information and advice to participants as well as a
personalized asset allocation assessment
Web based solution allowing participants to calculate the recommended contribution amounts necessary to
meet retirement goals, allows participants to receive individual recommendations in where to allocate their
money, provides information to expand employees’ knowledge on retirement and provides specific plan
information such as eligibility requirement and information on match.
Online based financial wellness assessment that provides a personalized action plan at the employee level.
Financial wellness presentations that can be presented live or can be provided as a recorded webinar with
an attendance tracking feature for the employer.
Topics include budgeting, living within your means, FICO score and credit overview, spending and savings,
retirement investment strategies and protecting & organizing your assets.
“…
Our [Wellbeing] group are a steady and consistent resource as we look for innovative ways to improve our employees
consciousness with regard to Wellness. [CBIZ] is the face of Wellness to employees, and I rely heavily on [them] to take our
strategies from concept to implementation. [CBIZ] is a consummate team player, and a problem solver. No detail is too small for
[them] to attend to ensure success…in summary I experience in so many areas, a CBIZ family that puts their clients first, and they
consistently go beyond to ensure our needs are met
.
”