This proprietary process developed by CBIZ is designed to help plan sponsors increase the probability of their participants meeting their retirement goals, while lowering their personal and financial risks associated with the management of the plan. RISK MANAGER TM the CBIZ Six Primary riSk areaS of Plan fiduciarieS Fees & Expenses Compliance/Actuarial Investments Mergers & Acquisitions, Conversions Participants Fiduciary Governance Provided to highlight the benefits of The CBIZ Fiduciary Risk Manager TM CBIZ Case sTudy CBIZ Retirement Plan Services Securities and Investment Advisory Services offered through CBIZ Financial Solutions, Inc. • Member FINRA, SIPC and Registered Investment Adviser 6050 Oak Tree Blvd. S., Suite 500 • Cleveland, OH 44131 • (866) 560-2431 To learn

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