Top of Mind


17

May 2017

The First 100 Days Are Done. Now What?

My colleague, Jeff Snyder, recently appeared on an Asset TV panel to discuss the implications of President Trump’s first 100 days in office on retirement plans (for those concerned about the future landscape of retirement plans, I strongly suggest a viewing). The discussion highlights many of the re…

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11

May 2017

Which Sounds Better: Retirement or Financial Independence?

This week, in my review of content that might be of interest to Top of Mind readers, I stumbled upon a Tweet from Dan Otter of 403(b)wise (actually a retweet from Scott Dauenhauer) that discusses the wonderful-sounding concept of financial independence. After all, who wants to be financially depende…

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04

May 2017

Participant Engagement: Learning to Crawl Before You Can Walk

My colleagues, Sandy Lucev and Alison Kellner, recently wrote about some of the groundbreaking work our firm is conducting in the area of integrating retirement and financial wellness with overall employee wellness campaigns. Preliminary results from this innovative campaign have been promising and …

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27

Apr 2017

Blogroll & Twitter Update

In our constant effort to improve, I am excited to announce a few updates to our Top of Mind reader experience. Our blogroll is now up and running! For those of you unfamiliar with the concept, the blogroll will be a series of links to other blogs and websites that the Cammack Retirement team has…

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20

Apr 2017

What’s Cooking in Congress for Retirement Plans?

On my new Twitter Feed, I post the best retirement content I see every day, so that you don’t have to read every article that arrives in your inbox.  One of my recent posts happened to come from my colleague, Jeff Snyder, who was fortunate enough to sit down with Preston Rutledge, Tax and Benef…

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13

Apr 2017

Top of Mind: Trends that Matter

In our most recent edition of Trends that Matter, fixed-dollar recordkeeping fees and ESG investing were the hot issues among retirement plan sponsors.  While those trends remain current, others have emerged that should be top of mind with plan sponsors: An increasing number of plan sponsors…

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06

Apr 2017

Fiduciary vs. Investment Manager: What’s the Difference?

In an environment of increased fiduciary litigation, advisors and other service providers have ramped up their marketing efforts to provide risk management services to plan sponsors. Such efforts have resulted in plan sponsor confusion as to the type of services that are being offered, as well as th…

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30

Mar 2017

The Skinny on State-Run Auto-IRAs

My colleague, Jeff Snyder, recently interviewed Lisa Massena, Executive Director of the Oregon Retirement Savings Plan. As you may be aware, Oregon is the first state in the nation to roll out a state-run auto-IRA program. The first employers will adopt the program this July, in pilot form.  …

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16

Mar 2017

Your Retirement Plan has HOW MANY Investments?

While many things have changed in my 25 years at Cammack Retirement, some things have remained the same.  One of those is the tendency for retirement plan sponsors to offer too many investment options to their participants. It is not unusual to come across plans with tens, or even hundreds, of …

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