Staying Ahead of the Curve

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

Showing our 403(b) Curriculum video library.

Showing videos with the topic “Fiduciary 101”.

Show all >


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. 

Case Study: The Oklahoma State University and A&M System

Christa Louthan, Assistant Chief HR Officer at the Oklahoma State University shares the process they undertook to consolidate recordkeepers, streamline investments and create a consolidated retirement "brand" across the university system - all while effectively engaging participants through focus groups and other communication initiatives.

Staying Ahead of the Curve to Build a Better Retirement System

Cammack Retirement and Asset TV's new online TV channel, Building a Better Retirement System, features industry thought leaders tackling the issues of saving and planning for retirement. To read more, click here.

The Rising Interest Rate Environment and the Importance of Ongoing Fiduciary Due Diligence

Kristina Hooper, US Investment Strategist, Allianz Global Investors, discusses the rising interest rate environment and the importance of ongoing fiduciary due diligence.

Best Practices and Current Trends in Retirement Plan Programs

Emily Wrightson, Consultant at Cammack Retirement Group, shares best practices and current trends in retirement plan 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.

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