Showing our Corporate Retirement Insights video library.
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Rich DeSalvo, President of Richard DeSalvo Consulting, LLC shares the latest trends as they relate to the RIA and financial advisor landscape.
Matthew O'Hara, PhD, CFA, Managing Director at BlackRock, discusses the global defined contribution marketplace.
Tim Rouse, Executive Director, the SPARK Institute, shares an update on the retirement plan landscape.
Jennifer Perkins, Co-President of the Defined Contribution Real Estate Council (DCREC), discusses the use of direct real estate and less liquid investments in defined contribution retirement plans.
Elizabeth (Beth) Bell, Tax Counsel at U.S. Senate, Senator Benjamin Cardin's (D-MD) Office, discusses the ongoing, bi-partisan interest in tax reform and what it could mean for retirement programs.
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.
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.
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.
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.
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