Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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:
Are you taking full advantage of elective provisions that can bolster outcomes such as auto-escalation?
Do you have fully documented policies and procedures for your plan committee?
How well are you balancing traditional investment strategies with behavioral finance?
What percentage of your employees are at risk for having insufficient retirement savings?
Does your plan committee understand your recordkeeper’s cybersecurity policy and the guarantees in case of fraud or breaches?
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 12/31/2021
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.
Partner & Practice Leader
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to
resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.