Cerity Partners Retirement Plan Advisors

Cerity Partners Retirement Plan Consultants, formerly known as Cerity Partners Retirement Plan Advisors LLC, is an SEC-registered investment adviser specializing in consulting and investment management services for retirement plans. Established in March 2011, the firm offers ERISA fiduciary services, including 3(21) and 3(38) fiduciary services, participant advice, plan design consulting, and financial wellness coaching. They also provide non-fiduciary services such as administrative support, recordkeeper searches, and fiduciary training. RPC manages over $22 billion in client assets, with a minimum annual fee of $15,000 or up to 1.00% of plan assets. The firm does not charge performance-based fees or engage in side-by-side management. RPC's investment strategies involve asset allocation across various classes and sub-asset classes, with a focus on risk management. The firm discloses potential conflicts of interest, including financial industry affiliations, referral fees, and employee trading practices. RPC does not vote proxies on behalf of clients and does not have custody of client assets. The firm has no disciplinary history or financial conditions that may impair its ability to meet client commitments. Clients are encouraged to read the full brochure for comprehensive information.