Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Cleveland, OH • cbiz.com/retirement
New York, NY • ceritypartners.com
CBIZ Investment Advisory Services, LLC
Cerity Partners
Key Contact(s)
Key Contact(s)
Brian Dean 216.520.6178 • bdean@cbiz.com Anna Rathbun 216.525.7022 • arathbun@cbiz.com Mike Ziccardi 216.525.1082 • mziccardi@cbiz.com
Ty Parrish 813.330.3377 • tparrish@ceritypartners.com Philip Steele psteele@ceritypartners.com Paul Sommerstad psommerstad@ceritypartners.com
Firm Profile
Firm Profile
CBIZ Investment Advisory Services, LLC, a registered investment adviser, provides investment advisory and investment management services for defined contribution, defined benefit, and other post-employment benefit (OPEB) retirement plans, corporations, trusts, endowments, foundations, and individuals. The RIA provides investment advice to clients with approximately $58 billion in assets as of December 31, 2022.
Primary Market(s) Served
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.
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Primary Market(s) Served
Options Available
Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
• Other Tools • Benchmarking Tools
Options Available • Retirement Sales Desk Representative
• Participant Advice/Participant Services
• Business Development Consultants
• Internal Rollover Program
• 3rd Party Vendor Analysis Tool
• Allows Fiduciary Declaration 3(21)/3(38)
• Benchmarking Tools
• Plan Sponsor Fiduciary Training
• Participant Advice/Participant Services
Home Office Employees Supporting the Business
• Custom Risk Based/Target Date Models
137
• 408(b) (2) - In-House or Outsourced • Plan Sponsor Fiduciary Training • Stable Value Analysis
Home Office Employees Supporting the Business 33
NAPABLACKBOOK2023
71