Comprehensive Retirement Plan Consulting

Impactful advice and extensive oversight to mitigate risk and maximize outcomes

Talk to an Expert

Building Better Outcomes Together.

We work with your board of directors, HR, and executive compensation teams to develop powerful nonqualified plan solutions that positively impact your recruitment, retention, and bottom line.

Our retirement plan advisors understand the intricacies of managing active, frozen, and terminating defined benefit plans. They work closely with you to develop a course of action to mitigate risk, reduce costs, and drive better results.

With increasing attention focused on fiduciary roles and responsibilities, maintaining a sound retirement plan is more important than ever before. We help you measure five critical dimensions of plan success to increase your plan’s effectiveness and the retirement readiness of your employees.

Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.

Easing Your Administrative Responsibilities.Enhancing Your Employees’ Financial Well-Being.

Our integrated solutions effectively balance the unique perspectives of your HR and benefits teams, plan fiduciaries, senior leaders, and employees, helping all of them achieve their objectives.

74%

of our clients have

Deferral Rates

above peer group average

70%

of our clients have

Participation Rates

above peer group average

66%

of our clients have

QDIA Allocation

above peer group average

81%

of our clients have

Record keeping Fees

below peer group average

98%

of our clients have

Investment Fees

below peer group average

86

Net Promoter Score*

2022

99%

Client Retention

2022
*Net Promoter Score (NPS) is conducted by a 3rd Party Rating Service provider and is not a testimonial or endorsement of Cerity Partners Retirement Plan Advisers services or reflection of any one client. See Important disclosures concerning the NPS. Cerity Partners Retirement Plan Advisors (“RPA”) in 2022 sent out the NPS survey to all plan clients and had a participation rate of 39%, or 60 responses out of 165 surveys sent as of June 29th, 2022. RPA received a score of 86 based on the completed surveys received and calculated independently by NPS. NPS is not paid by RPA to tabulate the results. The Financial Services Industry average NPS score for 2022 is 44 according to NPS. However, the participation rate the NPS Financial Services Industry includes banks, broker/dealers, registered investment advisers, as well as other financial institutions. Comparing RPA’s 2022 NPS score to the Financial Services Industry’s NPS Average Score is inherently limited and can vary based multiple factors such as response rate, sample size, and institution type.

Transforming Your Retirement Plan​

What you can expect when you work with us 

Step 1

EVALUATE

We assess every aspect of your retirement plan including service providers, investments, retirement readiness, governance structure and fees to identify current strengths and weaknesses.

Step 2

EDUCATE

We share benchmarking and industry best practice information with your committee so they can make information decisions.

Step 3

DESIGN

We work closely with your committee to design a plan that meets the needs of your organization, while closing any gaps the plan may have.

Step 4

IMPLEMENT

We work closely with your committee and service providers to ensure changes are implemented and communicated effectively to your employees

Step 5

MANAGE

We coordinate the oversight process for the committee including strategic planning, scheduling, drafting agendas, meeting minutes prep, serving as a liaison with service providers and fiduciary training.

Step 6

MONITOR

We provide comprehensive monitoring reports for all aspects of the plan including investments, fiduciary governance, fee benchmarking, plan health and legislative and regulatory updates.

End-to-End Solutions Tailored to Your Company

Our comprehensive approach is designed to address your goals and objectives while creating a best-in-class retirement plan for your employees. ​

We believe in investing in people and building a culture of excellence.

Meet the Team See Careers

Whether it’s providing fiduciary oversight services for plan committees or objective financial advice for executives and employees, we have the depth of resources and expertise to help employers fulfill their fiduciary responsibilities. And all this while ensuring that the entire employee population is well equipped to manage their finances and on the path to retirement readiness.”

Matt Gnabasik, Partner

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a retirement plan advisor, have a personal conversation, and get your questions answered.

 

Photo of Ty Parrish
Ty Parrish

Partner & Practice Leader

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.