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Philip is a Partner with over thirty years of experience in retirement and financial services, and is widely considered a pioneer in the development of using financial planning skills and techniques in corporate plans. These methods, coupled with a “true” independent design platform, result in plan participants receiving actual education as opposed to simple enrollment.
Prior to joining Cerity Partners, Philip founded Pension Architects, a firm that designs and manages retirement plans for companies and foundations. He acted as both the President and Chief Executive Officer. Philip began his career in the Baltimore -Washington DC region in 1978 as the principal founder of Steele, Hawes & Johnson, a fee-based financial planning firm. He became a frequent speaker during the 1980s, providing educational workshops to employees in the private sector, as well as to employees at virtually every branch of the Federal government. Pension Architects merged with Cerity Partners in January 2013.
Insurance Planning & Risk Management
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.
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