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Captrust adds $154 billion in plan assets with Cammack deal

Captrust adds $154 billion in plan assets with Cammack deal
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Earle allenMike voloEmily wrightsonRick shoffMike sandersCammack retirement groupCaptrust financial advisorsNew york based cammack retirementJeff levyRetirement groupCammack retirementகாது ஆலன்மைக் வோலொஎமிலி ரைட்சன்ரிக் ஷோப்ப்மைக் சாண்டர்ஸ்

Cammack Retirement Group Joins CAPTRUST

Cammack Retirement Group Joins CAPTRUST
yahoo.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yahoo.com Daily Mail and Mail on Sunday newspapers.

New yorkUnited statesNorth carolinaEarle allenMike voloEmily wrightsonRick shoffMike sandersCammack retirement groupCammack retirementNew york cityJeff levyRetirement groupCaptrust financial advisorsRetirement planபுதியது யார்க்

Captrust Corners Retirement Advisory Market with $154B in AUA Firm

The acquisition furthers Captrust s hold in the retirement plan space, now at over $600B AUA. Captrust continues to deepen its hold in the institutional retirement services market. Captrust announced Tuesday that it acquired Cammack Retirement Group, a 50-year-old company with $154 billion in assets under administration, bringing Captrust s total retirement plan assets under administration to over $600 billion. “CAPTRUST is coming out of the gates strong in 2021,” said David DeVoe of consulting firm DeVoe & Company in San Francisco, in an email. “After five deals in 2020, they have already signed four in 2021. Half a trillion has a nice ring to it. It s a significant milestone for the organization.”

New yorkUnited statesManhattan beachSan franciscoDavid devoeEarle allenMike voloEmily wrightsonRick shoffMike sandersBrian lauzonDan sievertDevow companySincap groupCammack retirement groupNew york city

What If a Participant Received a CRD After December 31?

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

Kimberly bobergCharles filipsDavid levineMichaela webbDavid powellCammack retirement groupRetirement plan servicesGroom law groupCoronavirus aidEconomic securityடேவிட் லெவின்மைக்கேலா வலைடேவிட் போவல்கேமாக் ஓய்வு குழுஓய்வு திட்டம் சேவைகள்மாப்பிள்ளை சட்டம் குழு

What Are Surrender Fees? | PLANSPONSOR

What Are Surrender Fees? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations. Reported by “ I work for a health care provider that maintains a 403(b) plan. I was recently informed that one of our legacy providers charges something called a ‘surrender fee.’ Can you explain what this is?” Charles Filips, Kimberly Boberg, David Levine and David Powell, with Groom Law Group, and Michael A. Webb, vice president, Retirement Plan Services, Cammack Retirement Group, answer: A surrender fee is a charge for transferring your assets out of an investment, generally an annuity contract (i.e. “surrendering your assets”), before a set time period specified under the contract. Surrender fees are not unique to 403(b) plans, as such fees apply to some, but not all, annuity contract investments in other types of retirement plans.

Kimberly bobergCharles filipsDavid levineMichaela webbDavid powellCammack retirement groupRetirement plan servicesGroom law groupடேவிட் லெவின்மைக்கேலா வலைடேவிட் போவல்கேமாக் ஓய்வு குழுஓய்வு திட்டம் சேவைகள்மாப்பிள்ளை சட்டம் குழு