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Marymichele Delaney, Director of Human Resources at Lasell College, sits down to discuss the strides the college has taken to optimize its retirement plan offering for participants/
Many private universities, hospitals, and other non-profit entities have faced litigation related to their retirement plans. While public university retirement plans and governmental plans are generally exempt from ERISA, plan sponsors may nonetheless have fiduciary responsibilities to the plan under state law and, therefore, face many of the same issues that are being litigated by other entities.
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.
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.
Tracey M. Manzi, CFA, Vice President of Investment Services, Cammack Retirement Group, discusses the effect of rising interest rates on investment menu design.
Tracey M. Manzi, CFA, Vice President of Investment Services, Cammack Retirement Group, discusses how to help participants navigate a complex market environment.
Mike Volo, Senior Partner, Cammack Retirement Group, discusses QDIA trends and the evolution of new products.
Mike Volo, Senior Partner, Cammack Retirement Group, discusses investment menu design.
Ray McGrath, Investment Consultant, Cammack Retirement Group, discusses the rising interest rate environment.
Ray McGrath, Investment Consultant, Cammack Retirement Group, discusses fee levelization and share class determination.
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