Client Services

The best technology cannot work without effective work flow and processes. At CBP, we believe strongly that to offer value, integrity and quality results to our clients, our advisory and consulting services should encompass process and work flow design. Our goal in partnering with our clients is to implement solutions that make the best use of a client’s own staff and resources, while incorporating technology and process management skills from inside and outside the client organization. Our expertise lies in designing and blending management structure and practices, process design and technology. All must work in harmony to produce the high quality, discipline and consistency in pension administration that we and our clients demand.

• Define product/service 
• Identify business needs, scope 
• Assess systems environment & process flows 
• Evaluate staff & staffing levels 
• Develop workable plans

To ensure our clients are able to provide pension administration, fiduciary, compliance and related services to their members at the highest level, CBP offers a number of products and services. We provide systems and workflow process expertise, business management and technology support, fiduciary and compliance testing, outsourcing of a number of administrative and compliance functions, management and staff training and a host of related advisory and consulting services. We maintain a network of third party providers to augment our own resources; these firms offer compliance testing and reporting, investment review and plan audit services. All of these are intended to maximize the effectiveness of each client’s own resources, while enhancing our clients’ ability to serve their members.

• Business architecture 
• Systems & workflow analysis 
• Functional problem solving 
• Training needs assessment 
• Compliance testing & reporting 
• System vendor search

We realize that the people of Chesapeake Benefit Partners are critical to our success and that of our clients. We employ and retain only the very best people and, through them we provide a wide range of expertise in a number of strategic and functional areas in the belief that our business is based on providing long term solutions. Our Principals share decades of expertise in pension administration, technology and strategic management. Our functional experts are among the most highly qualified in the pension industry, each with many years’ experience in their areas. CBP provides both contract staff and full time employees as project managers, IT professionals, compliance and fiduciary services experts, data management experts and business analysts. We also provide outsourcing of functional processes. Our capabilities include, among others:

• Functional specialists 
• Project managers 
• IT personnel 
• Business analysts 
• On-site, remote, outsourced 
• Advisory, consulting, recruiting