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.