403(b) Curriculum Library


23

May 2016

Cammack Retirement Investment Research: Socially Responsible Investments

In October of 2015, the DOL issued new guidance on the suitability of Socially Responsible Investments (SRI) within pension and retirement plans. We examine the impact of the new DOL rule, as well as the factors shaping the dialogue around SRI investments and their suitability in retirement plans.

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17

May 2016

Webinar: Following Best Practices of ERISA at Public Universities

Joey Payne from the University of Kentucky and Andrew Russell from the University of Massachusetts, along with Jeffrey Levy, Managing Partner at Cammack Retirement Group, share their experience and the insight they gained from implementing the best practices of ERISA at their public universities.

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25

Apr 2016

After-Tax Contributions: State-of-the-Art or Dinosaur?

After-tax contributions have been making a comeback, with popular news publications touting them as a tax-planning strategy for the wealthy and those nearing retirement. Mike Webb provides an in-depth look and examines the advantages and disadvantages of after-tax contributions.

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21

Mar 2016

Retirement Readiness and Plan Reports

What does retirement readiness really mean and how do you know if the design of your organization's retirement plan will ultimately lead staff to achieve it?

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21

Mar 2016

Understanding Pension Risk Management

Many organizations have been reviewing their DB plans' funded status and cost, with an eye toward managing risk. Pension Risk Management (PRM) represents a shift from an asset-only risk focus to the practice of managing the assets and liabilities in concert, in order to minimize volatility.

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16

Feb 2016

Cammack Retirement Investment Brief: High Yield Market Update

The recent low interest rate environment has led to significant investor interest in high yield bonds. With the collapse of the Third Avenue Focused Credit Fund, a high yield bond fund, investors have been left wondering if this is a precursor to another global meltdown or an isolated market event.

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