Staying Ahead of the Curve

Ideas and Insights to Help Build a Better Retirement and Financial System

Showing our Corporate Retirement Insights video library.

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Addressing the Appropriateness of Target Date Funds

Joseph C. Flaherty, Jr., Chief Investment Risk Officer, MFS Investment Management & Denise Burns, CFA, Vice President & Head of Investments, Cammack Retirement Group discuss the appropriateness of target date funds.

A Look at the United Kingdom Pension System

Charlotte Clark, Director of Private Pensions and Stewardship at the Department for Work and Pensions (DWP) discusses the United Kingdom Pension System and how it differs from the U.S. Model.

A Case Study: The City of Los Angeles

Steven Montagna, Executive Director of the City of Los Angeles Deferred Compensation Plan, shares some of the innovative ways the city is engaging employees to ensure retirement readiness and financial wellness.

National Retirement Security Week

Polly Scott, Communications and 457 Deferred Compensation Plan Manager for the Wyoming Retirement System and NAGDCA Past-President discusses the National Retirement Security Week initiative and the Your Whole Story campaign

Case Study: The Oklahoma State University and A&M System

Christa Louthan, Assistant Chief HR Officer at the Oklahoma State University shares the process they undertook to consolidate recordkeepers, streamline investments and create a consolidated retirement "brand" across the university system - all while effectively engaging participants through focus groups and other communication initiatives.

Defined Contribution Investment Product Construction

David Musto, President, Great-West Investments discusses investment product construction in defined contribution retirement plans.

Defined Contribution Investment Menu Design

Stacy Schaus, Executive Vice President and DC Practice Leader at PIMCO, sits down with Jeff to discuss defined contribution investment menu design.

Case Study: The University of Massachusetts Supplemental Retirement Program

Andrew Russell and Matthew Wamback of the University of Massachusetts System Office explain the development of their supplemental retirement program, how the University improved the plan's administration and effectiveness, and the importance of communicating and educating plan participants.

An Update from the Hill

Preston Rutledge, Senior Tax & Benefits Counsel, Senate Finance Committee, sits down with Jeff to discuss the Senate Finance Committee's legislative agenda, tax reform and its impact on retirement plans, the fiduciary rule and the global future of retirement.

The Small 401k Plan Marketplace

Scott Buffington, Founder of 401kplans.com and Tim Irvin, Consultant at Cammack Retirement sit down with Jeff Snyder to discuss the small 401kplan marketplace.



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.

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