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Discover security and trust in CEP

Consulting Services.

Recordkeeping

CEP Consultants, Inc. provides recordkeeping services to both qualified and non-qualified retirement plans and leverages the latest in state-of-the-art software offering full services solutions to Retirement Plan Services.

TPA Solutions

CEP Consultants, Inc. provides complete third-party administrator (TPA) services for defined contribution (401(k), profit sharing) and defined benefit (and cash balance) plans. We are also available to fill the missing gaps of your existing service arrangement.

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About CEP

Consultants Inc.

CEP Consultants, Inc. is a national service provider developing custom solutions for qualified and non-qualified retirement plans.

For over 50 years, our founder and team of experts has provided and executed well-designed strategies enabling our clients to accomplish their retirement plan goals while saving time and money.

CEP Core Values

Help your company maximize plan benefits while minimizing plan costs.

  • Fiduciary Standards

    It is our duty to put our client’s interests ahead of our own – always.

  • Good Plan Design is Foundational

    Good plan design determines the long-term success of the program.

  • Full Accountability

    When coupled with stringent ongoing administration, good plan design insures full accountability.

  • Teamwork Is Crucial

    A team approach transcends individuals and ensures seamless continuity over the decades.

  • Service – Performance Is Reality

    Talk is talk. Words are words. Performance is reality.

  • Deliver On Every Promise

    Promise only that which we can deliver, then deliver everything that was promised and more.

  • Qualifications Matter

    We must always be prepared to operate with complicated, ever-changing laws and circumstances.

  • Experience Empowers

    All the qualifications in the world are worthless without practical experience.

  • Commitment

    The quality of commitment is rare. Be 110% committed

  • Sweat the Details

    Any goal can be met if you are prepared to “sweat” the details.

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News

Elevate Your Wealth with Fiduciary Excellence.

Testimonials

Our Clients' journey to retirement bliss.

I can’t express how relieved I am to have found this fiduciary service. They’ve not only helped me make sound investment decisions but have also given me the peace of mind that my financial future is in capable hands. Trustworthy and reliable, I couldn’t ask for a better partner.”

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Emily S.

Financial Peace of Mind

I can’t express how relieved I am to have found this fiduciary service. They’ve not only helped me make sound investment decisions but have also given me the peace of mind that my financial future is in capable hands. Trustworthy and reliable, I couldn’t ask for a better partner.”

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Emily S.

Financial Peace of Mind

I can’t express how relieved I am to have found this fiduciary service. They’ve not only helped me make sound investment decisions but have also given me the peace of mind that my financial future is in capable hands. Trustworthy and reliable, I couldn’t ask for a better partner.”

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Emily S.

Financial Peace of Mind