Staying Ahead of the Curve

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

Showing videos with the topic “Legislative/Regulatory”.

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A Special on Healthcare

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.

The RIA and Financial Advisor Landscape - An Update on the Latest Trends

Rich DeSalvo, President of Richard DeSalvo Consulting, LLC shares the latest trends as they relate to the RIA and financial advisor landscape.

An Update on the Global Defined Contribution Marketplace

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

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.

A Look at the United Kingdom Pension System

Charlotte Clark, Director of Private Pensions and Stewardship at the Department for Work and Pensions (DWP) discusses the United Kingdom Pension System and how it differs from the U.S. Model.

The Legislative Update from the Hill

Polly Scott, Communications and 457 Deferred Compensation Manager for the Wyoming Retirement System and past-President of NAGDCA provides an update on NAGDCA's legislative efforts on the Hill.

An Update from the Hill

Preston Rutledge, Senior Tax & Benefits Counsel, Senate Finance Committee, sits down with Jeff to discuss the Senate Finance Committee's legislative agenda, tax reform and its impact on retirement plans, the fiduciary rule and the global future of retirement.

The Small 401k Plan Marketplace

Scott Buffington, Founder of and Tim Irvin, Consultant at Cammack Retirement sit down with Jeff Snyder to discuss the small 401kplan marketplace.

Perspectives on the Fiduciary Rule and the new administration

Bill Jasien, CEO and Managing Director of StoneHedge Global Partners, provides his perspective on the Fiduciary Rule and the new administration.  He also shares the 5 A's of defined benefit plans that can help revolutionize the defined contribution retirement plan marketplace.

Election Day Special: The Impact on Retirement Plans

In his interview, Bradford P. Campbell, Counsel for Drinker, Biddle & Reath, LLP, discusses the potential impact of the election on retirement plans, the new 403(b) lawsuits, the state-run retirement plan initiatives and the possible DOL agenda for the incoming Administration.

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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