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.
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.
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.
01.14.2019
The Triangle Business Journal recently released its list ranking firms by number of licensed financial planners in the Triangle. The list was locally researched and places CAPTRUST in the number two spot.
01.10.2019
Seeber was recently included in a Forbes article originally published in Next Avenue, a Twin Cities-based affiliate of PBS. The article focuses on the financial impact that substance abuse can have on savings.
01.08.2019
The survey primarily focused on nonprofits with long-term investment assets between $10 million and $100 million and included more than 150 responses.
