Retirement Plans Insights

Paul Sommerstad


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, […]

Philip Steele


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.

Walker Phillips


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.

Neal Smith


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.

Constantine Mulligan


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).