Staying Ahead of the Curve

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

Showing videos with the topic “Fees”.

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Fiduciary Best Practices for Public University Retirement Plans: A Webinar

Many private universities, hospitals, and other non-profit entities have faced litigation related to their retirement plans.  While public university retirement plans and governmental plans are generally exempt from ERISA, plan sponsors may nonetheless have fiduciary responsibilities to the plan under state law and, therefore, face many of the same issues that are being litigated by other entities. 

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.

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 Overview of Plan Fees

Jen Stevens, Consultant at Cammack Retirement Group, provides an overview of plan fees.

Fee Levelization

Jen Stevens, Consultant at Cammack Retirement Group, discusses fee levelization.

Barriers to Fee Levelization

Jen Stevens, Consultant at Cammack Retirement Group, shares some of the barriers plan sponsors encounter when considering fee levelization.



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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