Top of Mind


27

Jul 2016

Will You Use a Retirement Plan Smartphone App?

At the 2016 Plan Sponsor National Conference that I recently attended, an industry CEO made a statement that was rather surprising to me. He said that people have a lot of apps on their smartphone, but don’t use many, and to expect them to utilize an app for their retirement plan is “simply not goin…

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20

Jul 2016

Are 457(f) Plans Back from the Dead?

In an informative recent article by my colleague Earle Allen, he noted that private nonprofit executives receive the short end of the stick when it comes to deferred compensation, at least when compared to their for-profit counterparts. (Note:  public and church plans generally encounter less o…

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08

Jul 2016

Ask the Experts: Behind the Scenes

In one of the initial Top of Mind posts from last year, I discussed my work with the PLANSPONSOR Ask the Experts column and promised that in future blog entries I would: a) spend some time on questions from the column that are of particular interest, and b) provide behind-the-scenes insight into wri…

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15

Jun 2016

Top of Mind Inbox

When we launched Top of Mind over a year ago, we realized the inherent challenges in creating an audience for a retirement plan blog. After all, I am not writing this for CNN, so we have to rely more on word of mouth to attract an audience for the blog beyond my colleagues and immediate family membe…

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06

Jun 2016

Do You Have What It Takes to Be Plan Sponsor of the Year?

As I look forward to the upcoming 2016 PLANSPONSOR National Conference, at which both our client and Plan Sponsor of the Year finalist, DePauw University, and I will be speaking, I am reminded of the numerous Cammack Retirement clients who have made the finals for this prestigious award; three in th…

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25

May 2016

Trends that Matter

In our initial Trends that Matter feature, we highlighted RFP activity and the methods of returning excess revenue to participants. In our most recent Trends that Matter post, recordkeeping fee pressure and migration to a zero-revenue sharing platform were at the forefront. While these trends remain…

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18

May 2016

Are Your Participants Complaining About Plan Investments? You are NOT Alone!

In recent months, I’ve assisted our clients with what can only be described as a mushrooming number of complaints by individual retirement plan participants regarding their retirement plan investments in general, and/or a specific investment in particular. As a Top of Mind observation, the following…

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