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CB I Z Re s pon s e │ Pa g e 35
CBIZ regularly conducts Requests for Proposals to help clients select a “best fit” recordkeeper. Our RFP Manager
TM
solution is a proprietary process that we utilize for this purpose. After talking with our clients to understand their
needs, goals, and concerns, we manage the entire RFP process and vendor search. Our goal is to provide our
clients with high quality information that helps them make good business decisions. In addition, our size and scale
give us leverage when negotiating on client’s behalf with vendors.
Please see below for samples of benchmarking reports.
10. How does your firm educate your clients on industry “best practices?” Please provide a
sample “best practices” exhibit.
Health & Welfare
Our teams of dedicated not-for-profit specialists are committed to
keeping clients informed through regular personal interactions,
which include: speaking at regional and national conferences,
hosting educational seminars and webinars and a variety of other
thought leadership events. A Sample Webinar Series schedule is
included in Exhibit C. We also host an Executive Advantage Series
that brings relevant topics to our clients and provides the ability to
network with other executives in the community.
Recent topics include pharmacy benefit innovations, turning an
organization from struggling to thriving, and embracing a multi-
generational workforce.