Your business… Your business… … just got easier! … just got easier!
<ul><li>Allows you to focus on your core business </li></ul><ul><li>Broad range of high-level expertise </li></ul><ul><li>...
<ul><li>CBIZ: </li></ul>Broad Range of High-Level Expertise <ul><li>Human Resources Consulting </li></ul><ul><li>Advisory ...
CBIZ: <ul><ul><li>Nationally, CBIZ is the: </li></ul></ul><ul><ul><li>#1 Benefits advisory firm as ranked by  Business </l...
Benefit Consulting and Administration Does your employee benefit program contribute to  the profitable growth of your comp...
Health Benefit Inflation Towers Perrin, “2001 Health Care Cost Survey:   Report of Key Findings ” Benefit Consulting and A...
<ul><ul><li>Contributing Factors: </li></ul></ul><ul><ul><li>Aging population (boomers are turning 50) </li></ul></ul><ul>...
Benefit Consulting and Administration <ul><ul><li>Key Benefit Objectives for 2002: </li></ul></ul><ul><ul><li>Control Heal...
Current Benefit Environment
Benefit Consulting and Administration <ul><li>Strategic Plan </li></ul><ul><li>Current Plan Audit </li></ul><ul><li>Employ...
MetLife
Benefit Consulting and Administration Benefit  Consulting And Administration Health Benefit Inflation Towers Perrin, “2001...
Potential Savings per 1000 employees: Actual Year Yr 1 $  346,000 Yr 2 $  646,000 Yr 3 $  989,000 Yr 4 $1,380,000 Yr 5 $1,...
<ul><li>How Benefits are Managed: </li></ul><ul><li>Traditional Model </li></ul><ul><li>Multiple Advisors </li></ul><ul><l...
<ul><li>A Few Of Our Clients: </li></ul><ul><li>Abercrombie & Fitch </li></ul><ul><li>Allstate Insurance </li></ul><ul><li...
CBIZ…  focused on your success Thank You.
Advisory & Tax <ul><li>Accounting Services </li></ul><ul><li>Tax Planning & Preparation </li></ul><ul><li>Sales and Use Ta...
Benefits Consulting & Administration <ul><li>Employee Benefits Plan Design  </li></ul><ul><li>Retirement Planning Services...
Human Resource Consulting <ul><li>Compensation Plan Design & Administration </li></ul><ul><li>Discrimination Testing </li>...
Litigation Advisory Services <ul><li>Anti-trust </li></ul><ul><li>Bankruptcy </li></ul><ul><li>Civil and Criminal Tax Inve...
M&A/Capital Advisory <ul><li>Sell-Side Advisory </li></ul><ul><li>Buy-Side Advisory </li></ul><ul><li>Investment Banking S...
Marketing <ul><li>Collateral and Advertising Development </li></ul><ul><li>Communications Consulting </li></ul><ul><li>Mar...
Payroll Services  <ul><li>Direct Deposit Services </li></ul><ul><li>Detailed Payroll reports </li></ul><ul><li>Pre-signed ...
Performance Consulting <ul><li>Business Performance Audits </li></ul><ul><li>Business Performance Metrics </li></ul><ul><l...
Property Tax <ul><li>Real Estate Services </li></ul><ul><li>Personal Property </li></ul><ul><li>Property Tax Compliance/Ad...
Technology <ul><li>ASP Technology Solutions </li></ul><ul><li>Custom Software Development </li></ul><ul><li>CRM Software S...
Valuation Appraisal <ul><li>Financial Appraisal </li></ul><ul><li>Machinery & Equipment Appraisal </li></ul><ul><li>Real E...
Risk Management Services - RFP Design, preparation and implementation -  Design of Risk Management and Insurance Strategie...
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Where would the world be without new Ideas?

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  • Through the appropriate application of CBIZ technology and benefit solutions, we can standardize the way you administer all of your benefit programs, regardless of how many programs are offered, how many different vendors you work with, or the complexity of your holdings. We will help you standardize eligibility and billing administration Determine and evaluate your benefit cost drivers, and identify administrative and design solutions to help you get the most out of each benefit dollar.
  • Where would the world be without new Ideas?

    1. 2. Your business… Your business… … just got easier! … just got easier!
    2. 3. <ul><li>Allows you to focus on your core business </li></ul><ul><li>Broad range of high-level expertise </li></ul><ul><li>National resources, personal service </li></ul>CBIZ:
    3. 4. <ul><li>CBIZ: </li></ul>Broad Range of High-Level Expertise <ul><li>Human Resources Consulting </li></ul><ul><li>Advisory & Tax </li></ul><ul><li>Benefits Consulting & Administration </li></ul><ul><li>Litigation Advisory Services </li></ul><ul><li>M&A/Capital Advisory </li></ul><ul><li>Marketing </li></ul><ul><li>Valuation & Appraisal </li></ul><ul><li>Property Tax </li></ul><ul><li>Performance Consulting </li></ul><ul><li>Technology Solutions </li></ul><ul><li>Payroll Services </li></ul><ul><li>Risk Management Services </li></ul>
    4. 5. CBIZ: <ul><ul><li>Nationally, CBIZ is the: </li></ul></ul><ul><ul><li>#1 Benefits advisory firm as ranked by Business </li></ul></ul><ul><ul><li>Insurance , July 22, 2002 </li></ul></ul><ul><ul><li>6 th largest accounting firm as ranked by Business </li></ul></ul><ul><ul><li>Week , May, 2002 </li></ul></ul><ul><ul><li>13 th largest U.S. broker of business insurance </li></ul></ul><ul><ul><li>One of the ten largest Business Valuation firms </li></ul></ul><ul><ul><li>Our Mission is to be the leading provider of Integrated Business Services and Products to Business America </li></ul></ul>National Resources, Personal Service
    5. 6. Benefit Consulting and Administration Does your employee benefit program contribute to the profitable growth of your company? Do your employees understand their benefits, and how to use them? Do your employees value the benefits at the same level that it costs you to provide them?
    6. 7. Health Benefit Inflation Towers Perrin, “2001 Health Care Cost Survey: Report of Key Findings ” Benefit Consulting and Administration Per Employee Cost Towers Perrin, “2001 Health Care Cost Survey: Report of Key Findings ” 1998 1999 2000 2001 1995 1996 1997 1992 1993 1994 1990 1991 1988 1989 1987 0% 2% 4% 6% 8% 10% 12% 14% 18% 16% Consumer Price Index 2002 2003(P) 6.9% 16.7% 17.1% 12.1% 10.1% 8.0% 18.6% 2.5% 2.1% -1.1% 7.3% 6.1% 0.2% 11.0% 8.1% 14% 15% 2010 2007 2008 2009 2005 2006 2003 2004 2002 0 $1K $2K $3K $4K $5K $6K $7K $9k $8K
    7. 8. <ul><ul><li>Contributing Factors: </li></ul></ul><ul><ul><li>Aging population (boomers are turning 50) </li></ul></ul><ul><ul><li>Tight medical labor market </li></ul></ul><ul><ul><li>Direct to consumer Rx marketing </li></ul></ul><ul><ul><li>Diminishing Health Plan Margins </li></ul></ul><ul><ul><li>National and State healthcare legislation (HIPAA, </li></ul></ul><ul><ul><li>Patient bill of rights, state mandates, COBRA, etc.) </li></ul></ul><ul><ul><li>Lack of consumer centricity </li></ul></ul>Benefit Consulting and Administration <ul><ul><li>Typical Options: </li></ul></ul><ul><ul><li>Pass the increased cost directly to employees </li></ul></ul><ul><ul><li>Decrease the scope of benefits offered </li></ul></ul><ul><ul><li>Increase point-of-use cost sharing </li></ul></ul><ul><ul><li>Restrict provider choice </li></ul></ul><ul><ul><li>Change carriers for temporary cost relief </li></ul></ul><ul><ul><li>Decrease / eliminate eligibility for health coverage </li></ul></ul>
    8. 9. Benefit Consulting and Administration <ul><ul><li>Key Benefit Objectives for 2002: </li></ul></ul><ul><ul><li>Control Health & Welfare costs </li></ul></ul><ul><ul><li>Employee attraction and retention </li></ul></ul><ul><ul><li>Increased use of technology </li></ul></ul><ul><ul><li>Compliance and fiduciary issues </li></ul></ul><ul><ul><li>Administrative productivity & alternatives </li></ul></ul><ul><li>Provided By ISCEBS and Deloitte & Touche (January 2002) </li></ul>
    9. 10. Current Benefit Environment
    10. 11. Benefit Consulting and Administration <ul><li>Strategic Plan </li></ul><ul><li>Current Plan Audit </li></ul><ul><li>Employee Communication & Education </li></ul><ul><li>Population Health Risk Management </li></ul><ul><li>Compliance Assistance </li></ul><ul><li>Technology Application </li></ul><ul><li>Ongoing Plan Management </li></ul><ul><li>Strategic Plan </li></ul><ul><li>Current Plan Audit </li></ul><ul><li>Employee Communication & Education </li></ul><ul><li>Population Health Risk Management </li></ul><ul><li>Compliance Assistance </li></ul><ul><li>Technology Application </li></ul><ul><li>Ongoing Plan Management </li></ul><ul><li>Current Plan Audit </li></ul><ul><li>Operational Plan Audit </li></ul><ul><li>Corporate Profile </li></ul><ul><li>Employee Survey(s) </li></ul><ul><li>Actuarial Claim Analysis, Modeling, and Forecasting </li></ul><ul><li>Strategic (3 Year) Objectives </li></ul><ul><li>Tasks and Performance Standards </li></ul><ul><li>Strategic Plan </li></ul><ul><li>Current Plan Audit </li></ul><ul><li>Employee Communication & Education </li></ul><ul><li>Population Health Risk Management </li></ul><ul><li>Compliance Assistance </li></ul><ul><li>Technology Application </li></ul><ul><li>Ongoing Plan Management </li></ul><ul><li>Employee Communication & Education </li></ul><ul><li>Employee Survey(s) </li></ul><ul><li>Employee Benefit Teams / Committees </li></ul><ul><li>Benefit Statements (Web or Paper-based) </li></ul><ul><li>Coordinate and Facilitate effective communication through one or more of the following: Classroom, One-on-One, Print, IVR, Call-centers,and Web-Based vehicles as appropriate </li></ul><ul><li>Strategic Plan </li></ul><ul><li>Current Plan Audit </li></ul><ul><li>Employee Communication & Education </li></ul><ul><li>Population Health Risk Management </li></ul><ul><li>Compliance Assistance </li></ul><ul><li>Technology Application </li></ul><ul><li>Ongoing Plan Management </li></ul><ul><li>Population Health Risk Management </li></ul><ul><li>Health Risk Assessment </li></ul><ul><li>Disease Management Programs </li></ul><ul><li>Personal Nurse / Health Coach Programs </li></ul><ul><li>Nurselines / EAP’s/ eDoc Programs </li></ul><ul><li>Self-Care Handbooks / Wellness Newsletters </li></ul><ul><li>Online Reference Medical & Rx Reference Databases </li></ul><ul><li>Strategic Plan </li></ul><ul><li>Current Plan Audit </li></ul><ul><li>Employee Communication & Education </li></ul><ul><li>Population Health Risk Management </li></ul><ul><li>Compliance Assistance </li></ul><ul><li>Technology Application </li></ul><ul><li>Ongoing Plan Management </li></ul><ul><li>Compliance Assistance </li></ul><ul><li>Regulatory Affairs Assistance Team </li></ul><ul><li>Compliance Checklists </li></ul><ul><li>Compliance / Financial Audits </li></ul><ul><li>5500 Filing </li></ul><ul><li>COBRA / FLEX Administration </li></ul><ul><li>Strategic Plan </li></ul><ul><li>Current Plan Audit </li></ul><ul><li>Employee Communication & Education </li></ul><ul><li>Population Health Risk Management </li></ul><ul><li>Compliance Assistance </li></ul><ul><li>Technology Application </li></ul><ul><li>Ongoing Plan Management </li></ul><ul><li>Technology / Web Applications </li></ul><ul><li>Eligibility Management </li></ul><ul><li>Billing Consolidation & Management </li></ul><ul><li>Claim Analysis / Reporting / Modeling / Forecasting </li></ul><ul><li>Payroll Coordination & Integration </li></ul><ul><li>Communication & Education </li></ul><ul><li>Population Health Risk Management </li></ul><ul><li>Strategic Plan </li></ul><ul><li>Current Plan Audit </li></ul><ul><li>Employee Communication & Education </li></ul><ul><li>Population Health Risk Management </li></ul><ul><li>Compliance Assistance </li></ul><ul><li>Technology Application </li></ul><ul><li>Ongoing Plan Management </li></ul><ul><li>Ongoing Plan Management </li></ul><ul><li>Dedicated Support Team </li></ul><ul><li>Operational Reviews / Corporate Profiling </li></ul><ul><li>Dedicated Regulatory Affairs Team </li></ul><ul><li>Ongoing Cost & Claim Analysis / Forecasting </li></ul><ul><li>Pre-Renewal / Renewal Strategy </li></ul><ul><li>Market Analysis / RFP Process Management </li></ul><ul><li>Written Performance Agreement </li></ul>
    11. 12. MetLife
    12. 13. Benefit Consulting and Administration Benefit Consulting And Administration Health Benefit Inflation Towers Perrin, “2001 Health Care Cost Survey: Report of Key Findings” Consumer Price Index 1998 1999 2000 2001 1995 1996 1997 1992 1993 1994 1990 1991 1988 1989 1987 0% 2% 4% 6% 8% 10% 12% 14% 18% 16% 6.9% 16.7% 17.1% 12.1% 10.1% 8.0% 18.6% 2.5% 2.1% -1.1% 7.3% 6.1% 0.2% 13.4% 8.1% 2006 2007 2008 2004 2005 2002 2003 2001 0 $1K $2K $3K $4K $5K $6K $7K $9K $8K Projected Healthcare Cost Per Employee Towers Perrin, “2001 Health Care Cost Survey: Report of Key Findings ”
    13. 14. Potential Savings per 1000 employees: Actual Year Yr 1 $ 346,000 Yr 2 $ 646,000 Yr 3 $ 989,000 Yr 4 $1,380,000 Yr 5 $1,825,000 Yr 6 $2,329,000 Yr 7 $2,562,000 Potential Savings per 1000 employees: Actual Year Cumulative Yr 1 $ 346,000 $ 346,000 Yr 2 $ 646,000 $ 992,000 Yr 3 $ 989,000 $ 1,981,000 Yr 4 $1,380,000 $ 3,361,000 Yr 5 $1,825,000 $ 5,186,000 Yr 6 $2,329,000 $ 7,515,000 Yr 7 $2,562,000 $10,077,000 Benefit Consulting and Administration
    14. 15. <ul><li>How Benefits are Managed: </li></ul><ul><li>Traditional Model </li></ul><ul><li>Multiple Advisors </li></ul><ul><li>Decision based on cost / price </li></ul><ul><li>Reactive </li></ul><ul><li>Inconsistent Results </li></ul><ul><li>Little Accountability </li></ul><ul><li>Valued Advisor Model </li></ul><ul><li>Advisor Selected First </li></ul><ul><li>Strategy Developed </li></ul><ul><li>Proactive </li></ul><ul><li>Results are Predictable </li></ul><ul><li>Strategy and Results </li></ul><ul><li>Regularly Evaluated and </li></ul><ul><li>Modified as Appropriate </li></ul>Benefit Consulting and Administration
    15. 16. <ul><li>A Few Of Our Clients: </li></ul><ul><li>Abercrombie & Fitch </li></ul><ul><li>Allstate Insurance </li></ul><ul><li>American Airlines </li></ul><ul><li>American Federation of State, </li></ul><ul><li>County and Municipal Employees </li></ul><ul><li>(AFSCME) </li></ul><ul><li>Association of the United States Army </li></ul><ul><li>Boston Market </li></ul><ul><li>C&H Sugar </li></ul><ul><li>Crown American Corporation </li></ul><ul><li>Conveyor Services Corporation </li></ul><ul><li>Einstein Brothers Bagels </li></ul><ul><li>Ducks Unlimited, Inc. </li></ul><ul><li>Kansas City Chiefs </li></ul><ul><li>Mills Corporation </li></ul><ul><li>NASD </li></ul><ul><li>Novellus Systems, Inc. </li></ul><ul><li>Trizechahn </li></ul><ul><li>Washington Post </li></ul><ul><li>Wells Fargo Bank </li></ul><ul><li>Weyerhaeuser Financial </li></ul><ul><li>White Castle </li></ul><ul><li>World Wildlife Fund </li></ul><ul><li>Analysts International Corporation </li></ul><ul><li>Identix </li></ul><ul><li>Fender Music </li></ul>Benefit Consulting and Administration
    16. 17. CBIZ… focused on your success Thank You.
    17. 18. Advisory & Tax <ul><li>Accounting Services </li></ul><ul><li>Tax Planning & Preparation </li></ul><ul><li>Sales and Use Tax Services </li></ul><ul><li>Tax Audit Representation </li></ul><ul><li>Business Consulting </li></ul>Click here to return to services list
    18. 19. Benefits Consulting & Administration <ul><li>Employee Benefits Plan Design </li></ul><ul><li>Retirement Planning Services </li></ul><ul><li>Web-based Benefits & Retirement Plan Management </li></ul><ul><li>Employee Communications </li></ul><ul><li>Health Management & Wellness Consulting </li></ul><ul><li>Employee Benefit Law/Compliance Consulting </li></ul><ul><li>Actuarial Consulting </li></ul><ul><li>Executive Financial Services </li></ul>Click here to return to services list
    19. 20. Human Resource Consulting <ul><li>Compensation Plan Design & Administration </li></ul><ul><li>Discrimination Testing </li></ul><ul><li>Audits and ERISA Compliance </li></ul><ul><li>Development of HR Policies, Procedures and Handbooks </li></ul><ul><li>Training </li></ul><ul><li>Individual Consultation </li></ul>Click here to return to services list
    20. 21. Litigation Advisory Services <ul><li>Anti-trust </li></ul><ul><li>Bankruptcy </li></ul><ul><li>Civil and Criminal Tax Investigations </li></ul>Click here to return to services list
    21. 22. M&A/Capital Advisory <ul><li>Sell-Side Advisory </li></ul><ul><li>Buy-Side Advisory </li></ul><ul><li>Investment Banking Services </li></ul><ul><li>Capital Financing </li></ul><ul><li>Financial Forecasting & Projections </li></ul>Click here to return to services list
    22. 23. Marketing <ul><li>Collateral and Advertising Development </li></ul><ul><li>Communications Consulting </li></ul><ul><li>Market Research </li></ul><ul><li>Marketing Assessment/Strategic Planning </li></ul><ul><li>Website/E-Commerce Development </li></ul>Click here to return to services list
    23. 24. Payroll Services <ul><li>Direct Deposit Services </li></ul><ul><li>Detailed Payroll reports </li></ul><ul><li>Pre-signed & enveloped paychecks </li></ul><ul><li>W-2 earning statements </li></ul><ul><li>Calculation & deposit of all state & federal taxes </li></ul>Click here to return to services list
    24. 25. Performance Consulting <ul><li>Business Performance Audits </li></ul><ul><li>Business Performance Metrics </li></ul><ul><li>Change Management </li></ul><ul><li>Communications Consulting </li></ul><ul><li>Leadership Training/Executive Consulting </li></ul><ul><li>Strategic Planning </li></ul><ul><li>Work Process Improvement </li></ul>Click here to return to services list
    25. 26. Property Tax <ul><li>Real Estate Services </li></ul><ul><li>Personal Property </li></ul><ul><li>Property Tax Compliance/Administration </li></ul>Click here to return to services list
    26. 27. Technology <ul><li>ASP Technology Solutions </li></ul><ul><li>Custom Software Development </li></ul><ul><li>CRM Software Sales and Implementation </li></ul><ul><li>E-Business Solutions </li></ul><ul><li>E-Benefits Solutions </li></ul><ul><li>Network Solutions Design & Implementation </li></ul><ul><li>Strategic Technology Planning </li></ul>Click here to return to services list
    27. 28. Valuation Appraisal <ul><li>Financial Appraisal </li></ul><ul><li>Machinery & Equipment Appraisal </li></ul><ul><li>Real Estate Appraisal </li></ul>Click here to return to services list
    28. 29. Risk Management Services - RFP Design, preparation and implementation - Design of Risk Management and Insurance Strategies - Broker and TPA Selection Consulting - Preparation of Risk Management Guides - Surveys of Exposures - Insurance Program audits - Contractual Transfer Review - Merger & Acquisition Due Diligence - Litigation Support - Disaster Recovery Planning and Implementation - Insurance Archaeology - Alternative Risk Financing Options Click here to return to services list

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