Cerity Partners
Financial Fitness for Life
Chicago, IL | ceritypartners.com
Overland Park, KS | ff4life.com
KEY CONTACT(S)
Ty Parrish | 813.330.3377 | tparrish@ceritypartners.com Philip Steele | 310.456.3862 | psteele@ceritypartners.com Chris Arotin | carotin@ceritypartners.com
FIRM PROFILE Founded in 2009, Cerity Partners is one of the nation’s leading providers of retirement plan consulting and Financial Wellness solutions. The firm has extensive experience working with defined contribution, defined benefit and nonqualified deferred compensation plans for public and private companies, higher education, foundations, and endowments. Additionally, Cerity Partners provides comprehensive, personalized Executive Financial Counseling and Financial Wellness Coaching benefits that enable organizations to meet the diverse financial needs of their entire workforce.
PRIMARY MARKET(S) SERVED
EMPLOYER-CLIENTS / PARTICIPANTS SERVED [As of 6/30/21] 54 | 32,700
TOTAL SUPPORT STAFF 19
FOCUS AREAS SUPPORTED • • • • •
Focus on outcomes/retirement readiness Debt management/reduction Establishment of emergency savings reserves Budgeting Financial literacy
Other Services Cerity Partners helps employees be financially prepared, relative to their circumstances, for major life events; both the expected and the unexpected, by helping them with: • Financial budgeting • Debt management and reduction • Savings management • Basic insurance planning • Retirement income planning
ADVISOR SUPPORT SERVICE(S) Cerity Partners Financial Wellness Coaches provide group coaching to improve employees’ financial literacy and private, one-on-one coaching to assist employees with their personal planning needs. Support is provided in-person at the employees’ place of work and via phone or video conference. Employees also have access to online resources 24/7.
OTHER DIFFERENTIATING FACTORS Cerity Partners’ credentialed Financial Wellness team can provide impartial guidance that is truly in the best interest of employees and their families. By meeting with employees when and where they want to meet, we’re able to increase engagement rates and improve employees’ financial futures.
NAPA FIRM PARTNERS
Financial Wellness
KEY CONTACT(S)
Makila Hennig | 720.452.6271 | mhennig@fitrusts.com Eric Butler | 720.990.1828 | ebutler@fitrusts.com Kyle Bingham | 602.881.2423 | kbinham@fitrusts.com
FIRM PROFILE Financial Fitness for Life is an award winning financial wellness solution that couples personalize financial coaching with best-in-class technology. We improve employees’ financial health and well-being in a material, substantive and measurable way. We work with retirement plan advisors to design fully customized financial wellness solutions that make sense for their plan sponsor clients. We build personalized financial wellness plans, deliver high levels of employee engagement and provide better outcomes for plan sponsors and participants.
PRIMARY MARKET(S) SERVED
EMPLOYER-CLIENTS / PARTICIPANTS SERVED
123
[As of 6/30/21] 450 | 200,000
TOTAL SUPPORT STAFF 20
FOCUS AREAS SUPPORTED • • • • •
Focus on outcomes/retirement readiness Debt management/reduction Establishment of emergency savings reserves Budgeting Financial literacy
Other Services FF4L provides personalized and actionable solutions for employee needs such as stabilizing cash flow, debt elimination, saving for emergencies and for the future. We incorporate elements such as budgeting and debt management, consumer and student loan debt counseling, emergency savings, retirement savings and saving for the future.
ADVISOR SUPPORT SERVICE(S) FF4L partners with retirement plan advisors to help them scale financial wellness, differentiate their practice, and enhance their value proposition. We act as an extension of their practice to more effectively engage employees at every touch point throughout the employee lifecycle, and ultimately provide better outcomes for their clients.
OTHER DIFFERENTIATING FACTORS FF4L provides a range of coaching options including on-site/in-person coaching, virtual coaching, best-in-class technology, and phone bank support. We support retirement plan advisors in growing wealth management and voluntary benefits. Our robust data reporting and analytics provide both qualitative and quantitative results as well as valuable employee insights.
NAPA BLACK BOOK 2021