We deliver expertise, experience, and innovative solutions to make the complex world of retirement, benefits, human capital, and M&A simpler for our clients.

Introducing FindleyWe are an independent human resources and employee benefits consulting and solutions firm that delivers value, responsiveness, and expertise to help clients navigate today’s evolving business environment.

Retirement PlansOur retirement plan consultants help organizations design plans that provide meaningful retirement benefits to their employees while supporting the organization’s financial strategies and complying with government regulations. We help organizations attract and retain talent while managing exposure to risk and expenses to enhance long-term financial performance.

We provide creative, yet practical, advice on the design, funding, and administration of benefit programs. Our team helps you enhance financial performance through maximizing buying power and improving cost effectiveness. Our collaborative, innovative approach delivers data-driven solutions to achieve strategic business objectives.

• Defined Benefit Plans • Defined Benefit Plan Administration • Defined Contribution Plans • Defined Contribution Plan Administration • Cash Balance Plans • ESOP • Multi-Employer Plans • Government Plans • Pension Risk Management • Nonqualified Plans • Compliance • Global Consulting

Health & Group Benefits

• Program Design • Underwriting & Actuarial Evaluation • Interactive Modeling & Forecasting • Vendor Evaluation & Selection • Multi-Employer Plans• Network & Claims Analysis • Administration & Call Center • Strategic Employer Well-Being • Compliance • Global Consulting

Findley’s BenScan® allows self-insured employers to perform multiple “what if” scenarios for health care plans.

Choose any combination of plan design changes, employee contribution structures, and enrollment revisions.

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Our clients have unique workforce challenges that require solutions that keep pace with the changing demands of organizations and employees. It’s critical to ensure that human capital practices are best in class and managed efficiently. Our consulting team leverages our experience and industry insights to deliver and implement practical, proven solutions.

Our team has the expertise and years of experience to support you through the HR integration process. We leverage the strength of subject matter experts in all human resources areas, including pay, benefits, technology, and communications. Our change management experts prepare people for the initial business transaction, and continue supporting implementation and integration goals.

• Compensation & Rewards • Executive Compensation • Sales Incentive Compensation • Total Rewards Statements • HR Service Delivery • HR Technology • Change Management • Project Management • Performance Management • Leadership Coaching • Compliance • Global Consulting

• Due Diligence • Integration • HR Project Management • Change Management & Communications • Vendor Evaluation & Selection • HR Service Delivery • Compliance • Global Consulting

Human Capital Mergers & Acquisitions

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Implementation

Integration

Due Diligence

Findley’s more than 250 associates are located in: Chicago • Cleveland • Columbus • Louisville • Pittsburgh • Nashville • Toledo

We help Human Resources through all three phases of a merger, acquisition, or divestiture.

To learn more about Findley visit our website at www.findley.com

This document is furnished by Findley to provide general information about the company and its HR, actuarial, and employee benefit consulting services. Findley is a human resource, actuarial, and employee benefit consulting firm which provides actuarial and employee benefit services to clients. Findley does not practice law or accounting and does not provide legal or tax advice. Legal issues concerning your employee benefit plans should be discussed with your legal counsel.

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