Michael Geraci, CRPC®, AIF®, CIMA®, QKA, Supervisor, Retirement Consulting Investment Services

Michael Geraci is the supervisor of retirement consulting investment services at Commonwealth. With the firm since 2014, he manages Commonwealth’s retirement plan investment recommended list and performs due diligence and manager selection for the PlanAssist Investment Management program. Michael has an MS in finance from Brandeis University. He holds a number of FINRA securities registrations and the CRPC®, AIF®, CIMA®, and Qualified 401(k) Administrator (QKA) designations.

The Long View: How to Help Plan Sponsors and Participants Stay on Course
In volatile times, plan sponsors and participants may lose sight of long-term goals. Here are some time-tested strategies advisors can use to help keep them focused on the long view.
Michael Geraci, CRPC®, AIF®, CIMA®, QKA
08.26.20
The Benefits of Managed 401(k) Accounts: Are They Real?
The benefits of managed 401(k) accounts are attractive. But advisors must consider how managed accounts affect their roles and fiduciary responsibilities.
Michael Geraci, CRPC®, AIF®, CIMA®, QKA
08.27.19

We value your privacy

This website uses cookies and similar tools, some of which are provided by third parties, to operate and improve our website, enable social media and other features, provide a more tailored experience, and for advertising and marketing. These cookies and tools allow us and third parties to collect user data and communications, IP address and online identifiers, referring URLs and other content and browsing information, and user interactions with this site.

By clicking “Accept All Cookies,” you consent to our use of cookies and similar tools to collect and share information and acknowledge and agree to our Privacy Policy.

The Long View: How to Help Plan Sponsors and Participants Stay on Course

The Benefits of Managed 401(k) Accounts: Are They Real?