10.18.2018
With the right information, tools, and advice, employees don’t have to wonder whether they’re set up for success in retirement. This article explores the ever-growing number of plan sponsors investing in advice and financial wellness for their pre-retiree employees, and provides insight into how employers are uniquely positioned to help their older workers build wealth, set expectations, and plan for the future.
09.04.2018
On Friday, August 31, President Trump signed the Executive Order on Strengthening Retirement Security in America, directing the Department of Labor (DOL) and the Treasury Department to consider regulations or guidance affecting three specific areas of retirement policy.
08.08.2018
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as retirement summary plan descriptions, fiduciary liability in what is unsaid, liability for prior or subsequent fiduciaries’ actions, mistaken plan distributions, and recent fee litigation cases and settlements.
10.15.2018
Financial consulting firm FCE Group, headquartered in Long Island, New York, has joined CAPTRUST's growing team. With this merger, CAPTRUST welcomes 23 new colleagues.
10.05.2018
The Triangle Business Journal ranked CAPTRUST among the 50 fastest-growing private companies in the Raleigh, Durham, Chapel Hill area. Winners were selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years.
09.28.2018
The Financial Times included 21 CAPTRUST advisors in its 2018 list of the 401 Top Retirement Advisors. The list recognizes the top financial advisors who specialize in serving defined contribution retirement plans, such as 401(k) and 403(b) plans.
