Cammack Retirement Briefs


Showing videos with the topic “Fees”.

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Evaluating the Value of Administrative and Recordkeeping Services

Jeff Snyder answers, How to Evaluate the Value of Retirement Plan Administrative and Recordkeeping Services

Applying a Hybrid Approach to Paying for Retirement Plan Expenses

Jeff Snyder answers, How to Apply a Hybrid Approach to Pay for Retirement Plan Administrative and Recordkeeping Expenses

Applying Fixed or Basis Point Fees

Jeff Snyder answers, How to Apply Fixed Fee or Basis Point Fees to Pay for a Retirement Plan's Administrative/Recordkeeping Services

The RFP Process: Evaluating Fees and Engaging Participants

Jeff Snyder discusses the Cammack Retirement RFP Process and the Importance of Evaluating Not Only Fees, But Core Services Designed to Engage Participants.

Fee Equalization

Jeff Snyder answers: Is Fee Equalization Getting Greater Discussion Time During Committee Meetings?

Consolidating Vendors: Benefits

Jeff Snyder answers: Why is there a trend towards vendor consolidation and what are some of the benefits of consolidating administration/recordkeeping and plan servicing?

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?

Are Fees Still Important?

Jeff Snyder answers: Are retirement plan fees still important?

Fee Levelization

Jeff Snyder answers: Fee levelization is an important topic with plan sponsors currently. Can you provide your thoughts?



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