A Broad Range of Financial
Services for Corporations
Impactful advice and comprehensive guidance, our custom workplace solutions are designed to support employees at all career stages.
Corporate Workplace Solutions
Our experience and innovative thinking combine to move our recommendations beyond formula and orthodoxy and pinpoint the best and most practical course of action.
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 as a Corporate Benefit
Your compensation and benefits offerings are a talent retention necessity and, arguably, your executives’ largest source of wealth creation. Executive Financial Counseling helps your senior leaders fully realize these benefits and boost your ROI in the process.
Beneficiary Financial Counseling
When an employee dies, the greatest gift you can give their family is care and support. Our Beneficiary Counseling Services help beneficiaries navigate the financial challenges that arise after the death of a loved one, helping them adjust to their “new normal.
Executive Financial Counseling for Individuals & Families
The financial life of an executive is complicated, and coordinating all the elements takes time. We serve as your personal CFO, providing a more efficient and simpler way to manage your growing wealth.
Retirement Plan Consulting
Secure retirements begin with a sound and effective plan. Our comprehensive approach is designed to address your goals and objectives while creating a premier retirement plan for your employees.
Defined Benefit Plans
Our retirement plan consultants 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.
Qualified 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.
Employee Stock Ownership Plans
Implementing and growing successful ESOPs that drive employee engagement through an active ownership culture.
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.
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.
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.
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 corporate workplace benefits, we work alongside you to develop a program that makes your company stand out to existing and future employees.
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.
Let’s Collaborate with Us!
Whatever you want to do, do it without limits with GestInvest.
To find out more about investing with us and the long-term perspective we bring please get in touch with our team.