Paul Sommerstad
- Role
- Partner at Cerity Partners
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Paul Sommerstad
I am a Partner in our firm’s Workplace Solutions practice area. Since 2004, I\'ve observed…
Experience
Partner
Apr 2019 — Present
Paul is a Partner in the firm’s Retirement Plan Services Group. He has more than 15 years of experience in the retirement plan industry and specializes in helping organizations understand how plan design can dramatically improve their employees’ ability to successfully retire and how proper governance can limit personal fiduciary liability. Paul has worked with a variety of public, private and nonprofit organizations providing them with proven strategies that have resulted in improved outcomes for thousands of retirement plan participants. He is an ardent researcher of behavioral economics and prides himself in using plain language to help plan committees and participants accomplish their goals and objectives.
Skills
- Financial Advisory
- Strategic Financial Planning
- Estate Planning
- Fiduciary Governance
- Financial Planning
- Portfolio Management
- Finance
- Vendor Management
- Management
- 401k
- Leadership
- Investments
- Plan Design Optimization
- Erisa
- Wealth Management
- Fiduciary
- Sales
- 401(K) Retirement Savings Plans
- Retirement Planning
- Retirement Income
- Strategy
- Mentoring
- Employee Benefits
- Behavioral Finance
- Retirement
- Financial Services
- 401k Rollovers
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