Showing videos with the topic “Fees”.
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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.
Andrew Russell and Matthew Wamback of the University of Massachusetts System Office explain the development of their supplemental retirement program, how the University improved the plan's administration and effectiveness, and the importance of communicating and educating plan participants.
Scott Buffington, Founder of 401kplans.com and Tim Irvin, Consultant at Cammack Retirement sit down with Jeff Snyder to discuss the small 401kplan marketplace.
In her interview, Lorelei Graye, Plan Sponsor Consultant for Conifer Financial Services discusses public pension reporting and fee transparency.
Jen Stevens, Consultant at Cammack Retirement Group, provides an overview of plan fees.
Jen Stevens, Consultant at Cammack Retirement Group, discusses fee levelization.
Jen Stevens, Consultant at Cammack Retirement Group, shares some of the barriers plan sponsors encounter when considering fee levelization.
Ray McGrath, Investment Consultant, Cammack Retirement Group, discusses fee levelization and share class determination.
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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Investment advisory services available through Cammack LaRhette Advisors, LLC.
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