Staying Ahead of the Curve

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

Showing videos with the topic “Fees”.

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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.

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.

The Small 401k Plan Marketplace

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

Public Pension Reporting and Fee Transparency

In her interview, Lorelei Graye, Plan Sponsor Consultant for Conifer Financial Services discusses public pension reporting and fee transparency.

Staying Ahead of the Curve to Build a Better Retirement System

Cammack Retirement and Asset TV's new online TV channel, Building a Better Retirement System, features industry thought leaders tackling the issues of saving and planning for retirement. To read more, click here.

An Overview of Plan Fees

Jen Stevens, Consultant at Cammack Retirement Group, provides an overview of plan fees.

Fee Levelization

Jen Stevens, Consultant at Cammack Retirement Group, discusses fee levelization.

Barriers to Fee Levelization

Jen Stevens, Consultant at Cammack Retirement Group, shares some of the barriers plan sponsors encounter when considering fee levelization.

The Latest Defined Contribution Investment Trends - Levelization and Share Class Determination

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.

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