Top of Mind


15

Jun 2017

Alternate Fee Calculation/Allocation Models

By now, most retirement plan sponsors have an understanding of the two primary methods used by recordkeepers  to charge fees to plans and participants: As a percentage of plan assets - Typically expressed in hundredths of a percent, or basis points (e.g., ten basis points = one-tenth of one …

Read more

08

Jun 2017

Learning from PLANSONSOR's Plan Sponsor of the Year Finalists

Two of our clients, the University of Massachusetts and the Oklahoma State University and A&M System, were selected by PLANSPONSOR as 2017 Plan Sponsor of the Year finalists.  My colleague, Jeff Snyder, had the opportunity to discuss the initiatives that made them worthy of recognitio…

Read more

17

May 2017

The First 100 Days Are Done. Now What?

My colleague, Jeff Snyder, recently appeared on an Asset TV panel to discuss the implications of President Trump’s first 100 days in office on retirement plans (for those concerned about the future landscape of retirement plans, I strongly suggest a viewing). The discussion highlights many of the re…

Read more

11

May 2017

Which Sounds Better: Retirement or Financial Independence?

This week, in my review of content that might be of interest to Top of Mind readers, I stumbled upon a Tweet from Dan Otter of 403(b)wise (actually a retweet from Scott Dauenhauer) that discusses the wonderful-sounding concept of financial independence. After all, who wants to be financially depende…

Read more

04

May 2017

Participant Engagement: Learning to Crawl Before You Can Walk

My colleagues, Sandy Lucev and Alison Kellner, recently wrote about some of the groundbreaking work our firm is conducting in the area of integrating retirement and financial wellness with overall employee wellness campaigns. Preliminary results from this innovative campaign have been promising and …

Read more

27

Apr 2017

Blogroll & Twitter Update

In our constant effort to improve, I am excited to announce a few updates to our Top of Mind reader experience. Our blogroll is now up and running! For those of you unfamiliar with the concept, the blogroll will be a series of links to other blogs and websites that the Cammack Retirement team has…

Read more

20

Apr 2017

What’s Cooking in Congress for Retirement Plans?

On my new Twitter Feed, I post the best retirement content I see every day, so that you don’t have to read every article that arrives in your inbox.  One of my recent posts happened to come from my colleague, Jeff Snyder, who was fortunate enough to sit down with Preston Rutledge, Tax and Benef…

Read more

13

Apr 2017

Top of Mind: Trends that Matter

In our most recent edition of Trends that Matter, fixed-dollar recordkeeping fees and ESG investing were the hot issues among retirement plan sponsors.  While those trends remain current, others have emerged that should be top of mind with plan sponsors: An increasing number of plan sponsors…

Read more