Retirement Plans SECURE 2.0: Important Insights for ERISA Plan Fiduciaries On Friday, December 23, 2022, the house passed the omnibus bill that included dozens of retirement-related provisions and we expect it to be signed by President Biden quickly. The good news for current retirement plan sponsors is many of the provisions will be elective or not impact your retirement plans until 2024 or later. However, […]
Insurance Planning & Risk Management One Survey That Employers Should Never Ignore 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 insurance coverage.
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.
Retirement Plans Is a MEP the Right Choice for Your Retirement Plan? Is a MEP the Right Choice for Your Retirement Plan? Cerity Partners advisor, Neal Smith, discusses the benefits of Multiple Employer Plans.
Retirement Plans Cerity Partners x PSCA: A Sponsors’ Guide for Reading an Investment Report 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 investments offered in their defined contribution plan(s).
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
