Staying Ahead of the Curve

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

Showing videos with the topic “Retirement Readiness”.

Show all >


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 the Global Defined Contribution Marketplace

Matthew O'Hara, PhD, CFA, Managing Director at BlackRock, discusses the global defined contribution marketplace.

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 Case Study: The City of Los Angeles

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.

National Retirement Security Week

Polly Scott, Communications and 457 Deferred Compensation Plan Manager for the Wyoming Retirement System and NAGDCA Past-President discusses the National Retirement Security Week initiative and the Your Whole Story campaign

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.



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