Retirement Planning Cash Balance Plans: 3 Steps to Success For businesses with consistent cash flows, a cash balance plan can enhance benefits beyond the typical 401(k) or profit-sharing plan.
Investments Index Funds: Above & Beyond Cost 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.
Investments Cryptocurrency & ERISA/DC Plans 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 we explain Cerity Partners’ position as it relates to incorporating Cryptos in a qualified retirement plan — specifically a defined contribution (“DC”) plan. What is a Cryptocurrency? A cryptocurrency (“Crypto”) […]
Behavioral Finance Retirement Plans & Behavioral Finance 101 (Part 1) The best retirement plans understand the economic concepts of Behavioral Finance. Plan sponsors can make simple adjustments that account for irrational human behavior.
Investments Socially Responsible Investing An impactful strategy for individuals, retirement plans and nonprofits.
Economic and Market Outlooks On Recent Market Volatility: It’s a Supertanker, Not a Jet-SkiRecent market volatility has raised fears of an economic slowdown, but history suggests that the U.S. economy is more like a supertanker than a jet…
Economic and Market Outlooks March 2025 Economic OutlookConcerned about inflation, tariffs, unemployment, and interest rates? In this video, Chief Equity Officer Jim Lebenthal separates politics from policies to assess potential economic and…
Financial Planning 3 Steps to Take You from “High Income” to “High Net Worth”Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to…
