- Comprehensive Due Diligence Services
- Employee Education and Communication Services
- Investment Selection, Monitoring, and Registered Investment Advisor (RIA) Services
- Vendor Request for Proposal (RFP) Process
- Compliance Services
- Actuarial and Consulting Services
- Plan Consulting Services
- 403(b) Curriculum
At Cammack LaRhette Consulting, we established our business over fifty years ago to meet the needs of the evolving retirement plan community. At that time, we committed to serve that developing market with the highest caliber expertise and diligence - and more than half a century later, we still maintain that pledge. Since our earliest days, we have witnessed the progression of the retirement industry over a span of generations, from a privileged vantage point few of our competitors can match. As a pioneer in the field, Cammack LaRhette has always provided a beacon for attracting talented and dedicated professionals.Our Philosophy
To sum up our philosophy in one single word, it would have to be 'partnership'. First and foremost, the guiding principle of our practice is to forge enduring relationships with our clients. That diligence and loyalty are some of the factors that have led to our 98% client retention rate. We are constantly mindful that the spirit of partnership extends to their plans, too, as those clients confidently fulfill their duties to achieve improved outcomes for participants.Our Approach
We bring our best thinking toward a time tested process. It begins with a detailed review of the retirement plan and the goals of the organization for its employees. We then survey the investments and the plan fees, and apply the principles of behavioral science to our observations of participant activity. The next step is a presentation of a comprehensive report on our findings, including investment and participation reviews, a fee analysis and regulatory updates in an industry and economic context. Equipped with pertinent information such as an investment policy statement (IPS) and fiduciary scorecard, the organization can demonstrate fiduciary fulfillment and is now ready to make optimal fiduciary decisions.Our Commitment
We believe in the importance of what we do, and never forget that it is our responsibility to ensure that your plan and its participants obtain the best possible outcomes for their retirement funds. Although our professional excellence is rooted in statistical and regulatory analysis, we know that we are dealing with human lives and futures. We are determined to earn and maintain your trust, with the same dedication you bring to managing your plans.
As a plan sponsor and fiduciary, you are responsible for ensuring that your retirement plans remain competitive, comply with ever-changing regulatory requirements, and meet the goals of your organization and plan participants. We offer a full range of consulting services to address your needs, whether you are a for-profit or a not-for-profit employer, and whether you sponsor a defined contribution, defined benefit, other post-employment benefit program, or a non-qualified plan. Click on any of the major service areas outlined below to review the extensive consulting services available to your retirement programs and participants.