Comprehensive Retirement Plan Consulting
Impactful advice and extensive oversight to mitigate risk and maximize outcomes from retirement plans.
Easing Your Administrative Responsibilities.
Enhancing Your Employees’ Financial Well-Being.
Our integrated retirement plan 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.
of our clients have
Deferral Rates
above peer group average
of our clients hav
Participation Rates
above peer group average
of our clients have
DIA Allocation
above peer group average
of our clients have
Recordkeeping Fees
below peer group average
of our clients have
Expense Ratios
below average
Net Promoter Score*
2024
Client Retention
2021-2024
End-to-End Retirement 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.
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.
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.
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.
Employee Stock Ownership Plans
Implementing and growing successful ESOPs that drive employee engagement through an active ownership culture.
Transforming Your Retirement Plan
What you can expect when you work with our retirement plan consultants
We assess every aspect of your retirement plan including service providers, investments, retirement readiness, governance structure and fees to identify current strengths and weaknesses.
We share benchmarking and industry best practice information with your committee so they can make information decisions.
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.
We work closely with your committee and service providers to ensure changes are implemented and communicated effectively to your employees.
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.
We provide comprehensive monitoring reports for all aspects of the plan including investments, fiduciary governance, fee benchmarking, plan health and legislative and regulatory updates.
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.
