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At Cammack Retirement Group, we've been helping retirement plan sponsors meet their goals for half a century. Solely focused on serving retirement plan sponsors, we provide a tailored approach to investment advisory and consulting services. Our proven results, industry-leading expertise and commitment to customer service have helped contribute to our 95% client retention rate and average client longevity of 12-years* Learn More >


Our Latest Insights

Compliance Alert: The New Hardship Regulations are Here!

As you may be aware from our prior Top of Mind blog entry, the Bipartisan Budget Act of 2018 (more commonly known as the tax reform bill) changed a number of hardship distribution provisions, effective 1/1/2019, that would be applicable to all plans that permit distributions on account of hardship.

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Compliance Alert: IRS Announces New Retirement Plan Limits for 2019

On November 1, 2019, the IRS announced the new 2019 retirement plan limits. The good news is that the applicable cost of living index did increase sufficiently for many standard limits to increase for 2019.

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Retirement Plan Auto-Portability

Retirement plan auto-portability has been popular in retirement media lately, due in large part to the firm that has pioneered the concept, Retirement Clearinghouse (RCH). But what exactly is auto-portability and does its effectiveness live up to the hype?

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News & Events

December 6, 2018

BenefitsLink featured today's Top of Mind, The Proposed Hardship Distribution Regs: Some Misconceptions, in their newsletter Learn more >

December 4, 2018

Mike Webb answers a plan sponsor's question about the definition of severance of employment for 403(b) plan distributions in PLANSPONSOR's Ask the Experts column Learn more >

December 4, 2018

Cammack Retirement has been named to P&I's list of 100 largest investment consultants Learn more >

Top of Mind

December 6, 2018: In this week's Top of Mind, Mike Webb clears up some of the common misconceptions about the proposed hardship distribution regulations Learn more >

Michael A. Webb, CEBSVice President
Cammack Retirement Group, Inc.

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