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).
Investing 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.
