Showing our Retirement Plan Checkup video library.
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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.
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.
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."
Earle Allen, Partner and Healthcare Practice Leader at Cammack Retirement Group, provides an update on the healthcare space, including the evolving legislative environment, the importance of financial wellness and targeted communication campaigns, the equitable distribution of fees and the use of stable value investments in retirement plans.
Kenny Nicolson, CSEA President, and Lynn Kramer, Treasurer, of Nassau Healthcare Corporation, share the details of their retirement plan benefit, including their high-touch service model, the need to understand employee data, the importance of fees relative to the overall value of the plan.
Matthew O'Hara, PhD, CFA, Managing Director at BlackRock, discusses the global defined contribution marketplace.
Tim Rouse, Executive Director, the SPARK Institute, shares an update on the retirement plan landscape.
Jennifer Perkins, Co-President of the Defined Contribution Real Estate Council (DCREC), discusses the use of direct real estate and less liquid investments in defined contribution retirement plans.
Elizabeth (Beth) Bell, Tax Counsel at U.S. Senate, Senator Benjamin Cardin's (D-MD) Office, discusses the ongoing, bi-partisan interest in tax reform and what it could mean for retirement programs.
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.
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