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.
Individuals and Families From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…
Individuals and Families How Do Tariffs Impact the Economy? Could tariffs trigger a global trade war or tilt us into a recession? In this Insight, we explore the investment implications of recent tariffs and…
Economic and Market Outlooks On Recent Market Volatility: Recession, Tariffs, and DOGE: Where Is the U.S. Headed?You're not alone if you’re concerned about the economy and your finances. News site headlines and chyrons scrolling across cable TV channels probably aren’t helping,…
