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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
