Qualified retirement plans continue to evolve, so too does the definition of plan success. It’s no longer just about deferral and participation rates. It’s about how well your plan design, investment menu, governance process, and administration function as one to drive retirement readiness while mitigating fiduciary risk.
This new definition means you have to look at your plan in a new light.
Using our proprietary diagnostic tool, we thoroughly examine the critical dimensions of your plan to identify its strengths and weaknesses. Based on our findings, we then work with you to develop a road map for improving its overall health.
A well-designed 401(k) or 403(b) plan helps employees retire on their terms.
With complex regulatory requirements and the threat of personal liability for plan fiduciaries, maintaining your 401(k) or 403(b) plan can be a time-consuming and overwhelming process. Let us take some of the responsibility off your shoulders.
Our experienced retirement plan team takes a modern approach to plan design that maximizes value for both employers and employees.
The oversight of retirement plans extends far beyond investments. With increased litigation coupled with a complex regulatory environment, it’s important to select a retirement plan advisory firm that has the experience and expertise across all aspects of your plan to deliver maximum value to your participants and your bottom line. That’s Cerity Partners.
We are a Center for Fiduciary Excellence (CEFEX)-certified firm. So you can trust that our advice is always in the best interest of your organization and its employees.
This certification is only awarded to financial services organizations that undergo a rigorous, independent assessment of their business practices, including transparency, objectivity and client service. To learn more about CEFEX, please visit cefex.org.
Find out with a complimentary Plan Health Smartcard™ Report.
Our in-depth assessment measures the five critical dimensions of plan success: plan design, investments, fiduciary governance, retirement readiness and vendor management.