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Corporations Insights

Shannon Jenkins

Partner

Business Owner Advisory

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

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

Katie Pfeifer

Partner & Head of Workplace Solutions

Corporations

Financial Wellness During Times of Transition

February 4, 2023 - Market volatility, economic strains, and various other factors caused by the pandemic have resulted in workforce restructuring and reductions for companies across the nation. And…

Katie Pfeifer, Partner & Head of Workplace Solutions

Jon Yankee

Partner & Practice Leader

Corporations

How to Design a Successful Internship Program

December 27, 2022 - Introduction It takes time and effort to run an internship program that maximizes the benefits to both the interns and the advisory firm. When it…

Jon Yankee, Partner & Practice Leader

Philip Steele

Partner

Corporations

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

Walker Phillips

Partner

Corporations

Cash Balance Plans: 3 Steps to Success

October 24, 2022 - For businesses with consistent cash flows, a cash balance plan can enhance benefits beyond the typical 401(k) or profit-sharing plan.

Walker Phillips, Partner

Neal Smith

Principal

Corporations

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, Principal

Constantine Mulligan

Partner

Corporations

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

Paul Chmielewski

Partner

Corporations

When It Comes to LLCs, Pay Attention to Liability Direction

August 8, 2022 - When properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of…

Paul Chmielewski, Partner

Paul D’Elia

Partner

Corporations

Why Financial Planning Belongs as a Workplace Perk

July 28, 2022 - Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their…

Paul D’Elia, Partner

Brett Dearing

Partner

Corporations

Is Your Business Sellable?

July 6, 2022 - Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve…

Brett Dearing, Partner

Patrick Fischbach

Principal

Corporations

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

Paul Sommerstad

Partner

Corporations

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

Brett Dearing

Partner

Corporations

How to Bring Your Business Value Up Before You Sell

April 28, 2022 - Preparedness planning is an essential tool for any owner interested in selling their business for maximum value. It provides a framework for owners to take…

Brett Dearing, Partner

Daniel Park, Doug Bonaquist and Nicole Joko

Corporations

Executive Financial Counseling: Planning to Protect Your Life’s Work

September 28, 2021 - An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive. 

Daniel Park, Doug Bonaquist and Nicole Joko

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 and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

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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.

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Dustin Ribergaard

Lead Concierge

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Here are some valuable insights to read before your meeting

Shannon Jenkins

Partner

Business Owner Advisory

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…

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

What’s On Our Minds This Week

May 13, 2025 - Falling oil prices amid ongoing trade tensions and recession fears may ease inflation, support consumer confidence, and allow the Fed to prioritize boosting employment through…

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