Staying Ahead of the Curve

Ideas and Insights to Help Build a Better Retirement and Financial System

Showing our 403(b) Curriculum video library.

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Lasell College

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/

A Time for You: Owning Your Financial Future

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.

Fiduciary Best Practices for Public University Retirement Plans: A Webinar

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. 

The Intersection of sports, politics and business with Former Senator Bill Bradley

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.

Delivering Plan Outcomes

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.

The Pulse on Tax Reform

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."

An Update on the Global Defined Contribution Marketplace

Matthew O'Hara, PhD, CFA, Managing Director at BlackRock, discusses the global defined contribution marketplace.

An Update on the Retirement Landscape

Tim Rouse, Executive Director, the SPARK Institute, shares an update on the retirement plan landscape.

The Use of Direct Real Estate and Less Liquid Investments in DC Plans

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.

A Look at Tax Reform and its Potential Impact on Retirement Programs

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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