Comprehensive Retirement Plan Consulting

Impactful advice and extensive oversight to mitigate risk and maximize outcomes

Building Better Outcomes Together.

The Power of a Good Retirement Plan Advisor

Good advisors make a retirement plan better across all dimensions of plan success. Partner Matt Gnabasik shares critical characteristics good plan advisors possess to help make your retirement plan a success.

Corporations

Profit Sharing & Money Purchase Pension Plans

A pension plan can be either a defined benefit plan or a defined contribution plan. This outlines two types of defined contribution plans.

Corporations

Private Equity in Defined Contribution Plans

Partner Constantine Mulligan explains the DOL guidance on the use of private equity in defined contribution plans, and why plan sponsors should take a wait and see approach.

Executive Financial Counseling

Why Financial Planning Belongs as a Workplace Perk

Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their family. Today that means offering financial planning and tax preparation services.

Nonqualified Plan Management

We work with your board of directors, HR, and executive compensation teams to develop powerful nonqualified plan solutions that positively impact your recruitment, retention, and bottom line.

Learn More

Defined Benefit Plans

Our retirement plan advisors understand the intricacies of managing active, frozen, and terminating defined benefit plans. They work closely with you to develop a course of action to mitigate risk, reduce costs, and drive better results.

Learn More

Defined Contribution Services

With increasing attention focused on fiduciary roles and responsibilities, maintaining a sound retirement plan is more important than ever before. We help you measure five critical dimensions of plan success to increase your plan’s effectiveness and the retirement readiness of your employees.

Learn More

Financial Wellness Coaching

Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.

Learn More

Easing Your Administrative Responsibilities.Enhancing Your Employees’ Financial Well-Being.

Our integrated solutions effectively balance the unique perspectives of your HR and benefits teams, plan fiduciaries, senior leaders, and employees, helping all of them achieve their objectives.

74%

of our clients have

Deferral Rates

above peer group average

70%

of our clients have

Participation Rates

above peer group average

66%

of our clients have

QDIA Allocation

above peer group average

81%

of our clients have

Record keeping Fees

below peer group average

98%

of our clients have

Investment Fees

below peer group average

86

Net Promoter Score*

2022

99%

Client Retention

2022

*Net Promoter Score (NPS) is conducted by a 3rd Party Rating Service provider and is not a testimonial or endorsement of Cerity Partners Retirement Plan Advisers services or reflection of any one client. See Important disclosures concerning the NPS. Cerity Partners Retirement Plan Advisors (“RPA”) in 2022 sent out the NPS survey to all plan clients and had a participation rate of 39%, or 60 responses out of 165 surveys sent as of June 29th, 2022. RPA received a score of 86 based on the completed surveys received and calculated independently by NPS. NPS is not paid by RPA to tabulate the results. The Financial Services Industry average NPS score for 2022 is 44 according to NPS. However, the participation rate the NPS Financial Services Industry includes banks, broker/dealers, registered investment advisers, as well as other financial institutions. Comparing RPA’s 2022 NPS score to the Financial Services Industry’s NPS Average Score is inherently limited and can vary based multiple factors such as response rate, sample size, and institution type.

Transforming Your Retirement Plan

What you can expect when you work with us

1

EVALUATE

We assess every aspect of your retirement plan including service providers, investments, retirement readiness, governance structure and fees to identify current strengths and weaknesses.

2

EDUCATE

We share benchmarking and industry best practice information with your committee so they can make information decisions.

3

DESIGN

We work closely with your committee to design a plan that meets the needs of your organization, while closing any gaps the plan may have.

4

IMPLEMENT

We work closely with your committee and service providers to ensure changes are implemented and communicated effectively to your employees

5

MANAGE

We coordinate the oversight process for the committee including strategic planning, scheduling, drafting agendas, meeting minutes prep, serving as a liaison with service providers and fiduciary training.

6

MONITOR

We provide comprehensive monitoring reports for all aspects of the plan including investments, fiduciary governance, fee benchmarking, plan health and legislative and regulatory updates.

End-to-End Solutions Tailored to Your Company

Our comprehensive approach is designed to address your goals and objectives while creating a best-in-class retirement plan for your employees.

Nonqualified Plan Management >

We work with your board of directors, HR, and executive compensation teams to develop powerful nonqualified plan solutions that positively impact your recruitment, retention, and bottom line.
Defined Benefit Plans >

Our retirement plan advisors understand the intricacies of managing active, frozen, and terminating defined benefit plans. They work closely with you to develop a course of action to mitigate risk, reduce costs, and drive better results.
Defined Contribution Services >

With increasing attention focused on fiduciary roles and responsibilities, maintaining a sound retirement plan is more important than ever before. We help you measure five critical dimensions of plan success to increase your plan’s effectiveness and the retirement readiness of your employees.
Financial Wellness Coaching >

Your employees’ financial stress can have a cascading effect on absenteeism, morale, and productivity. Our comprehensive financial wellness coaching helps alleviate this stress, enabling employees to focus on their responsibilities at work.

We believe in people, encourage diverse perspectives, and foster a culture of excellence.

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Market Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Partner

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Senior Principal

Meg Rowley

Partner & Market Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Partner

Peter Martin

Partner

Jillian Laughlin

Senior Associate

Rita Lee

Partner

Richard Long

Partner

Lauren Desforge

Partner

Aaron Waxman

Partner

Peter Yoon

Principal

Caroline Houchins

Senior Associate

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Senior Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Eric Minnick

Principal

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Market Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Partner

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Senior Principal

Meg Rowley

Partner & Market Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Partner

Peter Martin

Partner

Jillian Laughlin

Senior Associate

Rita Lee

Partner

Richard Long

Partner

Lauren Desforge

Partner

Aaron Waxman

Partner

Peter Yoon

Principal

Caroline Houchins

Senior Associate

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Senior Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Eric Minnick

Principal

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner

Meet the Team See Careers

Whether it’s providing fiduciary oversight services for plan committees or objective financial advice for executives and employees, we have the depth of resources and expertise to help employers fulfill their fiduciary responsibilities. And all this while ensuring that the entire employee population is well equipped to manage their finances and on the path to retirement readiness.
Ty Parrish, Partner

Individuals & Families

Workplace Solutions

Nonprofit Organizations

The Power of a Good Retirement Plan Advisor

Profit Sharing & Money Purchase Pension Plans

Private Equity in Defined Contribution Plans

Why Financial Planning Belongs as a Workplace Perk

Easing Your Administrative Responsibilities.Enhancing Your Employees’ Financial Well-Being.

74%

70%

66%

81%

98%

86

99%

Transforming Your Retirement Plan​

1

2

3

4

5

6

End-to-End Solutions Tailored to Your Company

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Dustin Ribergaard

Or Book Time Online Now:

Here are some valuable insights to read before your meeting

2024 Gift, Estate, and GST Tax Changes

5 Things to Do in a Down Market

A Guide to Charitable Gifting Options

Transforming Your Retirement Plan