The Cerity Partners Pooled Employer Plan

A retirement plan benefit, without the retirement plan hassle. Provide a retirement plan benefit for your employees, that also makes sense for your business.

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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 service providers 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 consultants will help you craft a plan design, tailored to fit your company’s specific objective and needs.

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.

Eric Purdy

Partner

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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.

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Partner

Eric Purdy

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

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