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 us achieve some of the highest client satisfaction scores in the retirement plan consulting industry.* Learn More >
We have experience serving the specialized needs of key industry sectors. See how we can help you.
It's that time of the year again for most ERISA retirement plan sponsors - time for Form 5500. Although this year should be a relatively routine filing, there are some tips that will help to reduce errors and make the filing process easier.
The 10 percent early distribution penalty is meant to dissuade individuals from withdrawing money from their retirement savings. However, new legislation exempts certain federal public safety workers from this penalty, aligning more closely with the industry's mandated retirement ages.
Since governmental plans are not subject to ERISA and some of the Internal Revenue Code (IRC), some plan sponsors think their plans are not subject to any rules at all. Learn which rules do and do not apply to governmental plans.
Ray McGrath was quoted in PLANSPONSOR's article "Seeking Guidance: Sponsors of 403(b)s Navigate Plan Nuances" Learn more >
Jeff Levy, Managing Partner, will be participating in the DOL ERISA Advisory Council tomorrow discussing Model Notices and Plan Sponsor Education on Lifetime Plan Participation Learn more >
Jeff Levy, Managing Partner, was quoted in P&I's article, "Target-date rush pushes assets of DC money managers to record" Learn more >
July 27, 2015: Ever wondered how can you best leverage social media at your organization? While my recent NTSA podcast on social media is geared towards retirement plan advisors, many of the best practices apply to organizations of all types! Learn more >