Showing our Retirement Plan Checkup video library.
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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.
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.
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.
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.
In this episode, Lisa Massena, CFA, Executive Director of OregonSaves, discusses State-Run Auto-IRA program initiatives.
In his interview, David Brine, Communications Director, Washington State Department of Retirement Systems, discusses how to effectively communicate to plan members.
In his interview, Representative Tobias Read (D-OR), Candidate for State Treasurer, discusses the Oregon Retirement Savings Plan, an initiative to provide retirement plan coverage to private-sector workers who currently do not have access to an employer sponsored qualified retirement plan.
In her interview, Professor Teresa Ghilarducci, Director for Schwartz Center in Economic Policy Analysis (SCEPA) at The New School, discusses possible solutions to providing retirement coverage to employees not currently covered by a qualified retirement plan.
Tracey M. Manzi, CFA, Vice President of Investment Services, Cammack Retirement Group, discusses how to help participants navigate a complex market environment.
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