Showing videos with the topic “Plan Design”.
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Jeff Snyder discusses following ERISA fiduciary best practices for non-ERISA plans.
Jeff Snyder discusses auto re-enrollment into target date funds (TDFs).
Jeff Snyder discusses the balancing act between investments and plan health.
Jeff Snyder answers, How to Implement Successful Fund Share Class Changes
Jeff Snyder answers: Are there Concerns or Issues with Portability of Stable Value or Fixed Annuity Products Between Recordkeepers?
Jeff Snyder answers: What Are Some of the Considerations for C-Suite Executives When Evaluating and Considering Auto Enrollment and Auto Escalation Features?
Jeff Snyder answers: Is Fee Equalization Getting Greater Discussion Time During Committee Meetings?
What are the key elements of a successful plan transition?
Jeff Snyder answers: Why is there a trend towards vendor consolidation and what are some of the benefits of consolidating administration/recordkeeping and plan servicing?
Jeff Snyder answers: What are some of the challenges associated with consolidating vendors/recordkeepers?
Note: This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.
Investment products available through Cammack LaRhette Brokerage, Inc.
Investment advisory services available through Cammack LaRhette Advisors, LLC.
Both located at 100 William Street, Suite 215, Wellesley, MA 02481 | p 781-237-2291