The Cerity Partners Pooled Employer Plan

The Pooled Employer Plan provides retirement plan benefits, without the retirement plan hassle. Provide a retirement plan benefit for your employees, that also makes sense for your business.

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Cerity Partners’ PEP Solution

A well designed retirement plan can be a crucial part of your company’s strategic compensation package.

Often these plans come with expensive fees, burdensome administration, and fiduciary liability for companies—but not The Cerity Partners Pooled Employer Plan. Our PEP solution can help your business with:

Fiduciary Protection

Our PEP retirement advisors take on the maximum amount of fiduciary protection permitted by law.

Administrative Support

We handle the day-to-day heavy lifting so you have the time to focus on your business.

Participant Education

Offer your employees a financial wellness solution through education sessions, led by licensed financial advisors.

Plan Design Flexibility

Our PEP retirement advisors will help you craft a plan design, tailored to fit your company’s specific objectives and needs.

Managing Both the Asset and Liability Sides of the Equation

Many plan sponsors significantly underestimate the plan’s asset liability risk. Our retirement plan advisors look at all the components of your pension plan both individually and collectively, offering integrated solutions that address your current and future needs while mitigating risk.

Defined Benefit Plans >

Our retirement plan consultants 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.

Defined Contribution Services >

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.

Nonqualified Plan Management >

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.

The Cerity Partners Pooled Employer Plan >

A retirement plan benefit, without the retirement plan hassle. Provide a retirement plan benefit for your employees, that also makes sense for your business.

Employee Stock Ownership Plans >

Implementing and growing successful ESOPs that drive employee engagement through an active ownership culture.

Curious about learning more? Talk to one of our retirement advisors.

Discover Customized Financial Solutions for Your Workforce

Tell us about your company's financial landscape at no cost or obligation. We’re here not just to offer solutions, but to listen, learn, and tailor our insights to meet the distinct needs of your workforce. Together, we can build a strategy that resonates with your team and aligns with your organizational goals.

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Eric Purdy

Partner

Discover Customized Financial Solutions for Your Workforce

Tell us about your company's financial landscape at no cost or obligation.

Book Time Online Now:

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Call us: (212) 202-1810

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Book your meeting

This 30-minute call with me is designed to better understand your company’s goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Eric Purdy

Partner

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Thank you for booking a meeting with us!

We look forward to connecting with you soon.

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