The Cerrado Group

The Cerrado Group

金融服务

Tempe,AZ 656 位关注者

Our Uncommon Diversity Propels our Uncommon Strength | Consortium of independently owned, high performing TPA Firms

关于我们

Often hidden from view, our group of high-performing, like-minded achievers exist to help organizations, plan sponsors, and plan participants thrive in any retirement plan situation imaginable. Purposefully built around our unconventional diversity, The Cerrado Group guides our clients toward retirement results with great confidence. We’re naturally different, and that’s great news for your business.

网站
https://www.cerradogroup.org
所属行业
金融服务
规模
1 人
总部
Tempe,AZ
类型
非营利机构
创立
2021

地点

The Cerrado Group员工

动态

  • 查看The Cerrado Group的公司主页,图片

    656 位关注者

    So if you missed the announcement yesterday, Ann Slotwinski is trying her hand at retirement...again! We had our final call with Ann at the helm yesterday and it was a bittersweet moment for all of us! We would love to share some of her words to The Cerrado Group members: I am going to miss having a purpose that I really believe in every day. ? I will miss facilitating our meetings where we share ideas and have such lively discussions. ? I will also miss working for a group which can make a decision quicky and then just act on it. ? I’ll miss the collegiality, the thoughtfulness, the creativity, the intelligence and the laughs. I will miss all of you who I had the chance to work with and get to know so much better and create friendships. Having Ann at the start of this amazing organization is something none of us will ever forget and can never be taken away from her! It was truly a dream for all of us! Thank you Ann for all you have done to help this organization and we will make you proud as we continue to move forward! ??

  • 查看The Cerrado Group的公司主页,图片

    656 位关注者

    Big news at The Cerrado Group today! Ann Slotwinski retires and Theresa Conti, QKA, APR, ERPA, CPFA takes over as Executive Director! Ann came to the group as its first Executive Director, right out of her retirement from a long and successful career at John Hancock and has been instrumental in the growth and development of the organization. At the same time, The Cerrado Group is excited to announce that industry veteran and Cerrado Group Founding member Theresa Conti will be re-joining the group as its new Executive Director.

  • 查看The Cerrado Group的公司主页,图片

    656 位关注者

    The Cerrado Group wants to congratulate our three inaugural ACE Award winners, Joseph Burt, Bob Carroll and Jordan Cross, QKA. The Ace Award is presented to exceptional member(s) who consistently champion our organization, demonstrating unwavering dedication to its improvement and a fervent desire to elevate its standing within the industry. This award recognizes individual(s) who go above and beyond in advocating for our values, mission, and vision, both internally and externally. Through their passion and hard work, they significantly contribute to our collective success and help to shape a brighter future for our organization.

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  • 查看The Cerrado Group的公司主页,图片

    656 位关注者

    The Cerrado Group is pleased to announce that Pinnacle Plan Design, one of the leading voices in the Actuarial and ERISA Consulting industry has become the newest member firm of The Cerrado Group. Founded in 2001, Pinnacle Plan Design, LLC is a nationally recognized leader in the design and administration of qualified retirement plans, administering over 2,000 plans with more than 20,000 participants. With Pinnacle Plan Design, LLC we bolster our depth in the Defined Benefit Plan space, adding another premiere actuarial consulting firm that embodies everything The Cerrado Group represents to our clients and centers of influence. Please join us in congratulating our newest member!

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  • 查看The Cerrado Group的公司主页,图片

    656 位关注者

    The Cerrado Group is thrilled to ring in the new year with the addition of three new member firms-?Pension Administrators, LLC of Omaha NE, American Retirement Plan Services, LLC of Hunt Valley Maryland, and The Haslauer Group, Inc. of Kenner LA.?These firms bring with them a wealth of experience and expertise that is sure to benefit the entire group and have been carefully selected for their outstanding contributions to the industry and their alignment with the Cerrado Group’s values and objectives. This expansion reflects the single largest membership addition in the group’s three-year history, bringing the membership total to 17 industry leading firms. Please join us in congratulating our new members! #cerradogroup

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