Staying Ahead of the Curve

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

Showing videos with the topic “Investments”.

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Lasell College

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/

Fiduciary Best Practices for Public University Retirement Plans: A Webinar

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. 

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 Effect of Rising Interest Rates on Investment Menu Design

Tracey M. Manzi, CFA, Vice President of Investment Services, Cammack Retirement Group, discusses the effect of rising interest rates on investment menu design.

Helping Participants Navigate a Complex Market Environment

Tracey M. Manzi, CFA, Vice President of Investment Services, Cammack Retirement Group, discusses how to help participants navigate a complex market environment.

QDIA Trends and the Evolution of New Products

Mike Volo, Senior Partner, Cammack Retirement Group, discusses QDIA trends and the evolution of new products.

Investment Menu Design

Mike Volo, Senior Partner, Cammack Retirement Group, discusses investment menu design.

The Latest Defined Contribution Investment Trends - The Rising Interest Rate Environment

Ray McGrath, Investment Consultant, Cammack Retirement Group, discusses the rising interest rate environment.

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.

Investment products available through Cammack LaRhette Brokerage, Inc.
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