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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's headshot

Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

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Dustin Ribergaard

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q4 2026 Market & Economic Outlook

October 16, 2026 - Join our Investment Office as they review key market trends we witnessed in the third quarter and our outlook for the remainder of 2026 and…

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

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