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  • The 401(k) at 40

    01.03.2019

    CAPTRUST Managing Director and Defined Contribution Practice Leader Scott Matheson outlines our predictions for plan sponsors, participants, and the retirement industry in general in the new year. These predictions contain the accumulated insights of our business line leaders, financial advisors, and client-facing service associates as they look forward to 2019.

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  • The Nonprofit Market Has Spoken (Webinar Recording)

    12.12.2018

    Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please watch CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

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  • Fiduciary Update | November 2018

    11.20.2018

    In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on retirement plans and student loan debt, legacy employer stock in light of the Dudenhoeffer standard, ERISA and bankruptcy, and recent developments in university retirement plan litigation.

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