Retirement Plans Insights

Neal Smith

Principal

Retirement Plans

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.

Constantine Mulligan

Partner

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).

Patrick Fischbach

Principal

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.

Paul Sommerstad

Partner

Investing

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”) […]

Matt Gnabasik

Partner

Retirement Plans

Outsourcing Your RFP Can Save You Time & Money

RFPs are critical to confirming the reasonableness of fees paid to retirement plan service providers. Read to learn more about how outsourcing this critical fiduciary duty can help you save time and money.

Matt Gnabasik

Partner

Retirement Plans

Benchmarking Your Retirement Plan

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 of fees.

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Daniel Park

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.