Top of Mind


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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03

May 2016

Fee Reductions That Could Be Yours For The Taking, If You Only Ask!

In one of our first Top of Mind blog entries, we shared how some plan sponsors are eligible for expense reductions in their low-cost index funds, but do not receive them simply because they have not asked the fund family if they qualified.In the continuing quest to attain lower fees for our plan spo…

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