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Client
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| Process
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
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- Evaluate staff & staffing
levels
- Develop workable plans
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The best technology cannot work without effective work
flow and process design. |
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| Products
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
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- Training needs assessment
- Compliance testing & reporting
- System vendor search
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CBP's goal is to maximize the effectiveness of each
client's own resources. |
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| People
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
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- On-site, remote, outsourced
- Advisory, consulting, recruiting
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We employ and retain only the very best people, providing
a spectrum of expertise. |
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questions regarding our services, please use our contact form,
or call 410-707-4490. |
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