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nllr. Ron Wynne Directory of Finance Mayfield Village 6622 Wilson Mills Road Mayfield Village, OH 44143 ADDENDUM 1 I.Oneoine Routine Assistance CHAPMAN AND CHAPMAN will assign an Account Executive to your organization who will be responsible for managing your benefits program. This individual will coordinate the activities of the entire CHAPMAN .AND CHAPMAN "team" to ensure that all aspects of your benefit program are handled both efficiently and effectively. The Account Executive is ..also available to provide advice on an as-needed basis. Often, such assistance involves answering questions related to plan design, claims administration, COBRA administration, coverage issues, and other matters that inevitably arise in the day-to-day administration of a benefit program. The Account Executive can also provide access to other CHAPMAN AND CHAPMAN associates/divisions that may be able to provide supplemental services for your needs, e.g. wealth management, retirement plan and 401(k) advisory services, and property/casualty insurance. . Objective Settine and Review of Benefit Proeram Setting objectives is critical to the success of any benefit program. We will help you develop organizational goals and objectives which need to be achieved through your benefit programs. In addition, we will continue to review your current plan design and recommend alternatives which will help manage costs while at the same time maintain a competitive comprehensive benefit program. III. Provide Expert Advice on Leeislative and Resulatorv Issues Affectine Benefit Plans CHAPMAN AND CHAPMAN- often provides summaries to clients of developments affecting the administration, design, and funding of employee benefit programs -whether those developments are legislative, regulatory, competitive, or demographic. In addition, you will receive a variety of special publications to keep you up-to-date on benefits issues.. The resources for this advice include CHAPMAN AND CHAPMAN in-house support as well as access through Chapman & Chapman to the NFP Compliance Staff in Austin, Texas. 1V. Prepare Loss Experience Reports Depending upon the size of the group insured, and the availability of data, we may supply you with reports which interpret carrier claim reports on a regular basis. This will enable you to prepare for future budgeting requirements. V. Nef~otiate Insurance Carrier Renewals This activity will cover "pre-renewal" meetings and forecasting, rate renewals and analysis of financial accounting for