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.

We are an experienced partner who delivers participant-level recordkeeping, utilizing the Schwab Retirement Technologies (Schwab RT) system. Through automated trading interfaces, our daily valuation, open-architecture trading environment delivers expedited daily trade settlements. We do not offer proprietary investments, have no investment biases, and can accommodate your individually designed investment portfolio models.