How Well is Your Plan Reducing Risk and Maximizing Outcomes?

Get Our Complimentary Plan Assessment to Find Out*

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:

  • Plan Design

    Are you taking full advantage of elective provisions that can bolster outcomes such as auto-escalation?

  • Fiduciary Governance

    Do you have fully documented policies and procedures for your plan committee?

  • Investments

    How well are you balancing traditional investment strategies with behavioral finance?

  • Retirement Readiness

    What percentage of your employees are at risk for having insufficient retirement savings?

  • Vendor Management

    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

Curious about learning more? Let’s talk.

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.

Photo of Ty Parrish
Ty Parrish

Partner & Practice Leader

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Curious about learning more? Let’s talk.

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.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.