Showing videos with the topic “Investments”.
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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.
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.
David Musto, President, Great-West Investments discusses investment product construction in defined contribution retirement plans.
Stacy Schaus, Executive Vice President and DC Practice Leader at PIMCO, sits down with Jeff to discuss defined contribution investment menu design.
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.
In Part II of his interview, Tim Rouse, Executive Director for Society of Professional Asset-Managers and Recordkeepers (SPARK), discusses the importance of collaborative efforts within the industry for retirement readiness.
In Part I of his interview, Tim Rouse, Executive Director for Society of Professional Asset-Managers and Recordkeepers (SPARK), discusses the current trends in the defined contribution space.
In Part V of his interview, Michael Grupe, Executive Vice President at NAREIT, discusses the implications of REITs and real estate management and development companies being reassigned to a new real estate sector from their current place within financials.
In Part IV of his interview, Michael Grupe, Executive Vice President at NAREIT, discusses the creation of a real estate sector in the Global Industry Classification (GICS®) standard structure.
In Part III of his interview, Michael Grupe, Executive Vice President at NAREIT, discusses the valuation of REITs.
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