Cerity Partners Retirement Plan Consultants
Assets Under Management
$19.0B
Number of Clients
622
Number of Advisors
73
Average Client AUM
$30.5M
AUM per Advisor
$259.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cerity Partners Retirement Plan Consultants offers consulting and investment management to defined contribution, defined benefit, and non-qualified deferred compensation plans. They work with plan sponsors on plan design, investment options, and participant education, and conduct periodic plan reviews.
Fee Structure
Fees are negotiable and based on plan size, complexity, number of participants, and estimated meeting requirements. RPC charges up to 1.00% of plan assets annually, with a $15,000 minimum. Fixed fees may be charged instead of asset-based fees, generally not exceeding 1.00% of plan assets unless assets are less than $2,000,000. Fees are deducted from plan assets or billed quarterly. RPC may reduce or waive fees at its discretion.
Areas of Practice
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
