Retirement Plan Solutions 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
Retirement Plan Solutions 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
Retirement Plan Solutions 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
Retirement Plan Solutions 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
Retirement Plan Solutions One Survey That Employers Should Never Ignore November 15, 2022 - Fiduciary liability insurance is changing. Partner Philip Steele suggests following best practices now can help lessen your risk of litigation and receiving less than favorable… Philip Steele, Partner
Retirement Plan Solutions Is a MEP the Right Choice for Your Retirement Plan? August 25, 2022 - Is a MEP the Right Choice for Your Retirement Plan? Cerity Partners advisor, Neal Smith, discusses the benefits of Multiple Employer Plans. Neal Smith, Senior Principal
Retirement Plan Solutions Cerity Partners x PSCA: A Sponsors’ Guide for Reading an Investment Report August 18, 2022 - This guide is intended to give PSCA’s Investment Committee and Cerity Partners' clients an overview of some of the terms they may see when reviewing… Constantine Mulligan, Partner
Retirement Plan Solutions Index Funds: Above & Beyond Cost June 28, 2022 - Due to their ease of use, transparency, and exceptionally low costs, index funds have increasingly become popular with many investors, including those in retirement plans. Patrick Fischbach, Principal
Retirement Plan Solutions Cryptocurrency & ERISA/DC Plans June 19, 2022 - What You Need To Know Cryptocurrency is a topic dominating financial headlines, but what is it and is it worth exploring with your advisor? Here… Paul Sommerstad, Partner
Retirement Plan Solutions Benchmarking Your Retirement Plan July 29, 2021 - Benchmarking your retirement plan regularly is a best practice all plan sponsors should follow. But benchmarking your plan is about more than just confirming the reasonableness… Paul Sommerstad, Partner
Retirement Plan Solutions Master These Six Biases to Improve Employee Retirement Readiness May 21, 2021 - As a plan sponsor, mastering six simple basic behavioral finance concepts will help put your colleagues on track for a secure retirement. Neal Smith, Senior Principal
Retirement Plan Solutions Solving the Retirement Readiness Crisis February 17, 2021 - What is the retirement crisis? In brief, it is the fact that the majority of American workers today are financially unprepared to maintain their preretirement… Ty Parrish, Partner
Retirement Plan Solutions Target-Date Funds: Why Process Matters October 20, 2020 - The "set it and forget it" design of target-date funds has made them one of the top investment choices for defined contribution plans. But with… Constantine Mulligan and Patrick Fischbach
Retirement Plan Solutions Private Equity in Defined Contribution Plans August 26, 2020 - Partner Constantine Mulligan explains the DOL guidance on the use of private equity in defined contribution plans, and why plan sponsors should take a wait… Constantine Mulligan, Partner
Retirement Plan Solutions Profit Sharing & Money Purchase Pension Plans August 1, 2020 - A pension plan can be either a defined benefit plan or a defined contribution plan. This outlines two types of defined contribution plans. Constantine Mulligan, Partner
Cerity Partners Announces Merger with SOL Capital Management January 8, 2026 - Cerity Partners, a leading independent wealth management firm in the United States, today announced that it has merged with SOL Capital Management, a Rockville-based investment…
Cerity Partners Announces Merger with Austin Private Wealth January 6, 2026 - Cerity Partners, a leading independent wealth management firm in the United States, today announced that it has merged with Austin Private Wealth, an independent wealth…
Economic and Market Outlooks 2026 Economic and Market Outlook January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…