blog lander hero background image
All Insights

Corporations Insights

Scott Lenet

Partner

Corporations

How Should Corporations Get Paid For Helping Startups?

August 12, 2026 - One of the top myths in entrepreneurship is that startups and large corporations are enemies locked in an endless war. The conventional wisdom is that…

Scott Lenet, Partner

Ty Parrish

Partner

Corporations

Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026

July 7, 2026 - Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and…

Ty Parrish, Partner

Scott Lenet

Partner

Corporations

How to Be a Board Observer

June 12, 2026 - The norms in venture capital have changed over the last several decades. As a result, it’s not abnormal for professional venture capitalists to assume a…

Scott Lenet, Partner

Ty Parrish

Partner

Corporations

Establishing Sound Retirement Plan Governance

January 12, 2026 - As a retirement plan sponsor, you are responsible for administering the plan and making all material plan decisions. This basic framework helps you conduct overall…

Ty Parrish, Partner

Constantine Mulligan

Partner

Corporations

The Role of Private Markets in Defined Contribution Plans

November 10, 2025 - Defined contribution plans have attracted growing interest and media coverage amid recent U.S. Department of Labor actions and a noticeable shift in tone from Washington,…

Constantine Mulligan, Partner

Angie Morrison

Partner

Corporations

Fixing 401(k) Failures: The Benefits of NQDC Plans

September 17, 2025 - Nonqualified deferred compensation plans are often thought of as a “nice to have” for executives, but in the right situation they can play a key…

Angie Morrison, Partner

Joshua Norman and Michael Bryan

Corporations

How Business Owners Can Profit From Qualified Small Business Stock

August 5, 2025 - Qualified Small Business Stock (QSBS) offers one of the most powerful tax incentives for entrepreneurs, investors, and employees in the United States and has been…

Joshua Norman and Michael Bryan

Joshua Norman

Principal

Corporations

13 Key Takeaways from the One Big Beautiful Bill Act 

July 16, 2025 - Hear more from our specialists on 13 of the most important takeaways from the One Big, Beautiful Bill Act and its potential impact on your…

Joshua Norman, Principal

David Horowitz

Partner

Corporations

Why Corporations Are Turning to Venture Capital to Drive Innovation

May 29, 2025 - Corporate venture capital is growing rapidly as it's a great approach to bringing external innovation. Learn ways to excel with CVC from our specialists at…

David Horowitz, Partner

David Horowitz

Partner

Corporations

5 Prerequisites Before Starting a Corporate Venture Program 

May 21, 2025 - Achieving a culture change can be challenging, and a corporation must be ready. Consider these five things before starting a corporate venture program.

David Horowitz, Partner

Shannon Jenkins

Partner

Corporations

5 Ways Small Business Owners Can Help Protect Themselves from Tariffs 

May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…

Shannon Jenkins, Partner

Scott Lenet

Partner

Corporations

Why Corporations Should Invest in Startups and Not Just Buy Them 

May 1, 2025 - Sometimes investing in start-ups is better than buying them. Learn more about corporate venture capital (CVC) programs & investments from our advisors at Cerity Partners.

Scott Lenet, Partner

Katie Pfeifer

Partner & Head of Workplace Solutions

Corporations

Top 7 Tips for an Effective Open Enrollment Season

October 17, 2024 - Open Enrollment is a crucial time for employees to make informed decisions about their benefits. These top 7 tips will help HR teams enhance employee…

Katie Pfeifer, Partner & Head of Workplace Solutions

Constantine Mulligan

Partner

Corporations

Integrating 401(k) Plans with Pontera 

May 17, 2024 - Discover how Cerity Partners leverages Pontera to transform the management of high-net-worth clients' 401(k) plans, integrating these crucial assets seamlessly into broader financial strategies.

Constantine Mulligan, Partner

Masha Hodi

Partner & Colleague Engagement Officer

Corporations

Mapping the Succession Odyssey: Time, Talent, and Treasure as Your Strategic Guide

March 4, 2024 - In 'The 3 T's of Practice Transition', financial advisors who are also business owners can explore the complexities of transitioning their practice, focusing on managing…

Masha Hodi, Partner & Colleague Engagement Officer

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.