Cammack Retirement Briefs

Showing videos with the topic “Benchmarking”.

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Consolidating Vendors: Challenges

Jeff Snyder answers: What are some of the challenges associated with consolidating vendors/recordkeepers?

The Vendor/Recordkeeper Selection Process

Jeff Snyder answers: What is the process that Cammack Retirement undertakes when assisting a client with selecting a vendor(s) for its defined contribution plan? How do you ensure that the client is getting the best services, as well as the best value?

The RFP Evaluation Processes: Fees and Services

Emily Wrightson answers: Discuss the Cammack Retirement RFP process and the importance of evaluating not only fees, but core service designed to engage participation?

Best Practice: Conduct a Vendor RFP Every 3-5 Years

Emily Wrightson answers: Why should plan sponsors undertake an RFP process every three to five years?

Evaluating Retirement Plan Recordkeeping Providers

Jeff Snyder answers: Provide us with some context around how Cammack Retirement evaluates providers and what specifically you focus on during evaluation?

Recordkeeper Searches

Jeff Snyder answers: How does Cammack Retirement partner with plan sponsors when considering a search for a new recordkeeper?

Differentiators Among Recordkeepers

Jeff Snyder answers: What are some of the differentiators that you and Cammack Retirement look for in a record keeper when assisting plan sponsors with a search?

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