PREPARING YOUR WORKFORCE FOR RETIREMENT
Overview
Retirement Plan is an integral part of an overall employee benefit program. We work with many of the top retirement plan recordkeepers and third-party administrators to deliver a customized plan for your unique needs.
Celerity Advisors collaborate between the providers and your organization as a liaison to address all aspects of employee retirement plans. Our services include bench-marking, fee analysis, plan design, funds selection, plan communication, annual reviews and more.
Defined Contribution Plan:
401K, 403b, SEP, Profit Sharing, ESOPs
Defined Benefit Plan:
Cash Balance Plan, Pension Plans