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Paul Sommerstad

Partner

Retirement Plan Solutions

Same Standard: What Plan Fiduciaries Should Watch to Close Out 2026

November 5, 2026 - In the fourth quarter, several items are converging for retirement plan sponsors. Target-date funds continue evolving toward retirement income features while incorporating new asset classes.…

Paul Sommerstad, Partner

Paul Sommerstad

Partner

Corporations

Cryptocurrency & ERISA/DC Plans

June 19, 2022 - 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…

Paul Sommerstad, Partner

Paul Sommerstad

Partner

Corporations

Benchmarking Your Retirement Plan

July 29, 2021 - 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…

Paul Sommerstad, Partner

Paul Sommerstad

Partner

Corporations

Easing of 401(k) and 403(b) Hardship Withdrawals

October 10, 2019 - Paul Sommerstad highlights key changes to 401(k) and 403(b) hardship withdrawals to help plan sponsors evaluate their existing plan provisions.

Paul Sommerstad, Partner

Paul Sommerstad

Partner

Corporations

SECURE Act – Legislative Update

June 14, 2019 - The SECURE Act is working its way through Congress. Partner Paul Sommerstad provides a high-level overview of the bill and what it could mean for…

Paul Sommerstad, Partner

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: November 2026 Economic and Market Outlook

November 4, 2026 - Jim Lebenthal, Partner and Chief Market Strategist, identifies three risks in our November outlook: inflation worsening because of the wars in Ukraine and the Middle…

Ben Pace

Partner & Chief Economist

Individuals and Families

Potential Economic and Market Implications of the Midterm Elections

November 5, 2026 - The midterm results continue a long-term trend in American politics of the party that holds the executive branch losing the midterm elections. This extreme political…

Ben Pace

Partner & Chief Economist

Economic and Market Outlooks

The Pace Perspective: Are Concerns About Financing in the AI Space Warranted?

November 11, 2026 - While US equity markets are up solidly year to date and trading near all-time highs as of the end of October, there have been some…

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