Protecting Our Partners And Clients

Providing Vigilance, Oversight & Security

Assuring Financial Peace Of Mind

We Take Care of Our Partners

We are third party administrators (TPAs) that provide support and assistance for Advisors, CPAs, Businesses and their clients to meet the current and future needs.

We aim to simplify the process and reduce complexity, making it easy and effective for everyone involved.

Cerberus takes people’s fiduciary responsibility seriously and we deliver with diligent oversight, vigilance and security. In other words, we’ve got your back.

Plan Administration

The DOL Employee Benefits Security Administration’s (EBSA) nationwide campaign, “Getting it Right – Know Your Fiduciary Responsibilities,” is a compliance assistance initiative for plan sponsors. Cerberus implements the model by:

  • Understanding your plan and your responsibilities
  • Assisting to select and monitor service providers upon request
  • Assisting with timely contributions, upon request
  • Providing oversight and consulting to assist in avoiding prohibited transactions
  • Making timely government filings and disclosures to participants

Professional Services

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Plan Types

  • 401(k) Plans
  • Profit Sharing Plans
  • Cash Balance Plans
  • Defined Benefit Plans
  • 412(e)(3) Plans
  • 403(b) Plans
  • 457 Government/Non-Profit Plans
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Options

Implementation options are available designed to benefit preferred employees of a Qualified Plan.

These options can be explored during the design review process.

  • Alternative Strategies to be combined with your qualified plan
  • Payroll Contribution Submission

Growing Business

Plans have highly technical aspects and complex administration.

We help your business thrive:

  • We bring specialized services more cost effective than doing the same processing in-house
  • Cerberus provides quality assurance with detailed plan analysis, plan design and upon request, benchmarking/compliance services
  • We are part of a professional network that drives business opportunities to our partners
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We’re committed to care, vigilance, and teamwork. That lets you focus on what you do best.

Nothing is more important to your success and financial security than a flexible retirement plan and attentive oversight. Our job is to help you optimize results and make sure nothing falls between the cracks. That way, you’re assured and use your time where it profits you most.

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Plan Review and Compliance

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One-Time Comprehensive Review

We understand things can change. Have an existing Plan? We’ll perform a full review using our proprietary methods and deliver an extensive report identifying potential weaknesses.

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Quarterly and Annual Review

We believe that proper planning and communication keep Plan operations at a peak level. Establishing relationships with you and your team allows us to ensure your Plan remains designed for your current needs. Allow us to provide peace-of-mind that all administrative duties are performed to meet IRS and DOL requirements.

Build Long-term Relationships

Built on decades of family- and community-oriented business-building, we provide the groundwork and guidance to nurture plan growth, strength, longevity, resilience, confidence, and trust with you, your clients, employers, and employees.

Let’s join forces and provide best-in-class service.