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
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
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
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
Corporations 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
Register Now: Q2 2025 Economic & Market Outlook Webinar May 6, 2025 - Join our Investment Office for a timely webinar exploring recent market volatility, economic uncertainty, and what it means for investors.
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…
Economic and Market Outlooks What’s On Our Minds This Week May 6, 2025 - Though framed as a global trade policy, the Trump administration’s tariff strategy chiefly targeted China, whose economic fragility and leadership’s sensitivity to national pride may…
