Staying Ahead of the Curve

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

Showing videos with the topic “Plan Design”.

Show all >


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/

The State of Vermont

Beth Pearce, Vermont State Treasurer, discusses the importance of providing retirement coverage to everyone and how her state's Multiple Employer Plan (MEP) will work to provide a secure, vetted retirement option for all of Vermont’s small employers.

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.

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.

An Update on the Oregon State-Run Auto-IRA Programs

Lisa Massena, Executive Director of OregonSaves shares an update on the program. The OregonSaves initiative provides a savings vehicle for employees of firms without formal retirement programs.

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.

Case Study: The University of Massachusetts Supplemental Retirement Program

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.

An Update on State-Run Auto-IRA Plans

In this episode, Lisa Massena, CFA, Executive Director of OregonSavesdiscusses State-Run Auto-IRA program initiatives.

Lessons Learned from a Plan Transition | Part III

Marcie Frost, Executive Director and Chairman of the Washington State Investment Board, discusses the lessons learned from their plan transition.

QDIA Trends and the Evolution of New Products

Mike Volo, Senior Partner, Cammack Retirement Group, discusses QDIA trends and the evolution of new products.



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