Staying Ahead of the Curve

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

Showing videos with the topic “Plan Design”.

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Delivering Plan Outcomes

Emily Wrightson, Director, Cammack Retirement Group, shares some of the trends she's seeing among plan sponsors, including the shift from an investment focus to a more holistic look at retirement plans, as well as the emphasis on data protection, equitable participant fees, benchmarking, and data mining to target specific groups of participants.

State Retirement Systems

Jim Potvin, Executive Director, Employees' Retirement System of Georgia, shares the details of the state's hybrid defined benefit (DB) / defined contribution (DC) system, including their triple focus on retirement readiness from the DC perspective, sustainability from the DB perspective, and integrated communications for both the DB/DC plans to help employees understand the holistic value of their benefits.

A Special on Healthcare

Earle Allen, Partner and Healthcare Practice Leader at Cammack Retirement Group, provides an update on the healthcare space, including the evolving legislative environment, the importance of financial wellness and targeted communication campaigns, the equitable distribution of fees and the use of stable value investments in retirement plans.

Case Study: Nassau Healthcare Deferred Compensation Plan

Kenny Nicolson, CSEA President, and Lynn Kramer, Treasurer, of Nassau Healthcare Corporation, share the details of their retirement plan benefit, including their high-touch service model, the need to understand employee data, the importance of fees relative to the overall value of the plan.

An Update on Local, Municipal and State Government Retirement Programs

Robert Schultze, President and CEO of ICMA-RC, discusses some of the trends in the public defined contribution market and the importance of people and technology in the industry. 

The Latest Trends for Plan Sponsors in the Governmental Market

Andrew Whiting, Vice President and Head of Government Markets at Lincoln Financial Group, discusses the latest trends for plan sponsors in the governmental market.

An Update on the Oregon State-Run Auto-IRA Programs

Lisa Massena, Executive Director of OregonSaves shares an update on the program. The OregonSaves initiative provides a savings vehicle for employees of firms without formal retirement programs.

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.

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.



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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