A Wealth of Financial Solutions for Every Employee

Impactful advice and comprehensive guidance, our custom solutions are designed to support employees at all career stages.

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Businesses seeking to attract and retain top talent are increasingly focusing on offering financial guidance as a complement to traditional benefits. We're dedicated to helping you craft and deliver custom solutions that resonate with your team's needs.

93%

of leaders believe employers should offer financial resources that are unbiased and have employees’ best interests in mind

50%

of C-suite executives don’t fully understand their compensation and benefits packages

89%

of leaders believe employees’ financial stress hurts engagement and productivity at their company

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A Tailored Approach to Enhancing Financial Well-Being at All Career Stages

Our workplace solutions are designed to balance the distinct needs of your HR and Benefits teams, senior leaders, and employees, ensuring that every benefit-eligible employee, whether at the start of their career or nearing retirement, has access to personalized financial advice.

Executive Financial Counseling

Executives navigate intricate financial landscapes and yet have less time to address these complexities. Our expertise is in recognizing the distinct opportunities and hurdles that senior executives encounter and ensuring their compensation and benefits are fully understood by them and optimized. With personalized guidance from our team, executives can craft an all-encompassing wealth management plan tailored to their specific financial needs.

Personal Financial Planning

Financial well-being is deeply personal. At Cerity Partners, we recognize that the financial complexities faced by employees vary, often less intricate than those of executives. Our Personal Financial Planning services are specifically tailored to evolve with the unique needs of your employees, ensuring they are well-equipped for both career progression and retirement planning.

Retirement Readiness

Employees approaching retirement often have unique needs and planning questions. We offer personalized consultations designed to proactively review transition plans and address any questions surrounding company benefits. Our financial experts are committed to guiding your employees through both short-term and long-term financial objectives, offering peace of mind as they transition into a fulfilling retirement.

Beneficiary Financial Counseling

During life’s most challenging moments, we are dedicated to applying a compassionate touch to help employees navigate the financial elements of a loved-one’s passing. Our Beneficiary Counseling Services offer a supportive hand, assisting families in managing financial affairs with care, allowing them to focus on healing and moving forward.

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The Employer’s Strategic Advantage

We believe that a company’s success is closely tied to the well-being of its employees. With our extensive experience and expertise in workplace benefits, we work alongside you to develop a program that makes your company stand out to existing and future employees.

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Mitigating Risk

Executives have many company procedures, regulatory policies, and tax law compliance issues to navigate. We apply a comprehensive strategy to mitigate the reputational, legal and financial risks associated with these requirements.

Proactive Data Reporting

We monitor essential metrics to align with your employees’ needs, enhance engagement, and demonstrate return on your investment. Expect reports with strategic review sessions to you can understand how your employees are engaging with our service.

Enhancing Employee Transitions

We collaborate with HR teams to streamline and enrich the onboarding and offboarding experience. We minimize administrative burdens by smoothly integrating benefits for new or promoted employees and offer thoughtful financial guidance during voluntary and involuntary departures. This approach not only elevates your brand’s reputation but also underscores your dedication to supporting your employees, ensuring seamless and well-handled transitions at every stage.

Maximizing Value in Compensation and Benefits

Serving as an extension of your HR team, we aid in boosting employee retention by showcasing the full scope of your company’s compensation and benefits, while making certain these advantages are incorporated into their overall financial strategy.

Explore our additional solutions to integrate in your program

Financial Wellness Education & Coaching

Our extensive solutions are crafted to reduce financial stress in the workforce through customized financial coaching and educational programs. We offer personalized, expert advice, ensuring each employee receives empathetic guidance tailored to their unique financial situation. By prioritizing human connections, we help generate positive financial behaviors and outcomes, enhancing both employee well-being and the workplace environment.

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Change Management Support

Cerity Partners acts as an extension of your HR team, easing the workload during corporate events like mergers, benefits or retirement plan changes, IPOs, divestitures, onboarding, and outplacement. We align your employees’ financial planning needs with your company’s broader goals, ensuring a seamless integration through all major organizational transitions.

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Retirement Plan Advisory

Our team specializes in comprehensive retirement plan consulting, focusing on enhancing both organizational financial health and employee well-being. We provide expert guidance on a variety of plans, including:

  • Nonqualified Deferred Compensation
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Pooled Employer Plans
  • Employee Stock Ownership Plans

Our approach is designed to build better outcomes for your company and its employees. Discover how our team can help transform your retirement plan strategy and drive success.

Retirement Plan Advisory

Curious about learning more? Let's talk.

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.

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

Looking forward to
speaking with you!

Partner

Eric Purdy

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

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