Retirement Plan Consulting

Centurion Group provides fiduciary, investment advisory and plan consulting services to over 180 clients including publicly traded corporations, not-for-profit and governmental entities. Our clients collectively maintain over $16 billion in retirement plan assets.

How We Build A Better Outcome

It Starts with a Baseline Understanding of Your Needs

We establish goals and objectives and collect pertinent plans, documents and reports.

Analytics & Observations

Qualitative exploration and benchmarking fees, performance, plan characteristics

Establish Clarity

Meet and refine to report findings and prioritize action items

Build Process

Establish/Review Governance, Committee Charter and Investment Policy Statement

Our Due Diligence

Incorporate Centurion’s Fiduciary Investment Scoring Model

Analyze and Adjust

Quarterly Assessment, Report and Refinement

Mitigating Risk for Plan Fiduciaries
Delivering Better Retirement Outcomes for Employees

Services

Investment

Centurion serves retirement plan sponsors as an investment fiduciary. Our investment advice is independent, objective and supported by data and years of experience.

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Fiduciary

Plan sponsors need a strong fiduciary foundation for their plans. We help clients minimize fiduciary liability and help keep their plan in compliance.

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Plan Consulting

Our team of consultants is highly experienced and provides practical advice that solves problems.

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Administrative and Regulatory Compliance

Centurion keeps our clients up to date on critical developments and industry trends.

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Employee Communication and Education

Centurion delivers concise and consistent communications to ensure that participants understand and invest in their retirement plan.

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Independent. Experienced. Trusted.

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Centurion Group provides fiduciary advisory and consulting services to over 180 clients including publicly traded corporations, not-for-profit and governmental entities. Our clients collectively maintain over $16 billion in retirement plan assets.

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