Increasingly complex regulations and a financially-stressed workplace are fueling litigation, audits and delayed retirements—all of which can negatively impact your organization’s bottom line.
Let Cerity Partners help ensure you’re taking the necessary steps to minimize your risk exposure and maximize retirement readiness.
Our proprietary Plan Health SmartCard examines more than 50 key performance indicators tied to the five critical dimensions of plan success to identify what’s working and what’s not. Here is a small sample of what we review:
The “average” plan tends to score in the low- to mid-50s based on national benchmarking data and our methodology.
With our Plan Health Smartcard, you’ll receive a road map for achieving a score of 85 or higher, which we call “blue ribbon status.” That is something your company can be proud of, and your employees will appreciate now and in retirement.
*Your complimentary analysis is not contingent upon using any of Cerity Partners’ services.
Source for National Benchmarking Data: 401K Book of Averages as of 12/31/18