07.09.2019
More money can help employees get ahead financially, but even a hefty income won’t secure a successful retirement. High earners relying solely on qualified plans and Social Security to generate income in retirement will face savings shortfalls. However, there are opportunities they can leverage to avoid a potential income gap.
05.16.2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides a look at what is trending for fee and investment performance cases. Also covered is the potential for a cascade of fee cases in the healthcare arena, along with a reminder to benefits departments about providing information to plan participants.
04.30.2019
This interactive webinar, moderated by CAPTRUST’s Eric Bailey and Greg Middleton, will highlight governance procedures and steps a nonprofit should consider when issuing an advisor RFP.
07.11.2019
The latest episode of Williams Mullen’s Benefits Companion Podcast features CAPTRUST’s Beryl Ball. Ball offers her expertise on topics such as the selection of good candidates and the importance of fiduciary training for your retirement plan committee.
07.11.2019
The July 2019 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) making it our fourth year to achieve this distinction. The magazine’s annual survey analyzes several indicators of business success.
07.10.2019
PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.
