Marymichele Delaney, Director of Human Resources at Lasell College, sits down to discuss the strides the college has taken to optimize its retirement plan offering for participants/
Cammack Retirement's Emily Wrightson participated in the MFS & Redbook "A Time for You" event, alongside Jane Francisco, Editorial Director at Hearst Lifestyle Group, Heather Ettinger, Founder & Wealth Advisor of Luma Wealth Advisors and Jenine Garrelick, Senior Managing Director at MFS. The panelists discussed key financial concerns that women face at different stages in life and shared tips to help navigate them effectively.
Many private universities, hospitals, and other non-profit entities have faced litigation related to their retirement plans. While public university retirement plans and governmental plans are generally exempt from ERISA, plan sponsors may nonetheless have fiduciary responsibilities to the plan under state law and, therefore, face many of the same issues that are being litigated by other entities.
Doug Fisher, Washington Strategy and Advocacy, sits down with Emily Wrightson to discuss the current state of legislative affairs as it pertains to retirement plans, including the proposed Retirement Enhancement and Savings Act. He also shares some of the hot topics on which legislators are focused, such as state-run retirement plans, government involvement in fees, data security in retirement plans, and addressing longevity risk.
Beth Pearce, Vermont State Treasurer, discusses the importance of providing retirement coverage to everyone and how her state's Multiple Employer Plan (MEP) will work to provide a secure, vetted retirement option for all of Vermont’s small employers.
Sports, politics and business intersect as former Senator Bill Bradley shares the values he’s learned from his storied career and how they apply today. Filmed on-location at the Bleacher Report, the interview includes a look back at the Senator’s experience authoring tax reform in the 1980’s and how those lessons can be applied to today’s efforts to reform.
Emily Wrightson, Director, Cammack Retirement Group, shares some of the trends she's seeing among plan sponsors, including the shift from an investment focus to a more holistic look at retirement plans, as well as the emphasis on data protection, equitable participant fees, benchmarking, and data mining to target specific groups of participants.
Jim Potvin, Executive Director, Employees' Retirement System of Georgia, shares the details of the state's hybrid defined benefit (DB) / defined contribution (DC) system, including their triple focus on retirement readiness from the DC perspective, sustainability from the DB perspective, and integrated communications for both the DB/DC plans to help employees understand the holistic value of their benefits.
Elizabeth (Beth) Bell, Tax Counsel, U.S. Senate, discusses the shift in legislative focus towards tax reform and what that could potentially mean for retirement plans, including "rothification."
Alex Hannah, Managing Vice President, Marketing and Communications at ICMA Retirement Corporation, discusses the nuances of how best to engage public sector employees.
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