Staying Ahead of the Curve

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

Showing videos with the topic “Retirement Readiness”.

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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.

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.

State Retirement Systems

Jim Potvin, Executive Director, Employees' Retirement System of Georgia, shares the details of the state's hybrid defined benefit (DB) / defined contribution (DC) system, including their triple focus on retirement readiness from the DC perspective, sustainability from the DB perspective, and integrated communications for both the DB/DC plans to help employees understand the holistic value of their benefits.

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."

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.

Case Study: Nassau Healthcare Deferred Compensation Plan

Kenny Nicolson, CSEA President, and Lynn Kramer, Treasurer, of Nassau Healthcare Corporation, share the details of their retirement plan benefit, including their high-touch service model, the need to understand employee data, the importance of fees relative to the overall value of the plan.

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 Local, Municipal and State Government Retirement Programs

Robert Schultze, President and CEO of ICMA-RC, discusses some of the trends in the public defined contribution market and the importance of people and technology in the industry. 



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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