CAPTRUST Financial Advisor John Pickett was featured prominently in a recent article on WealthManagement.com, The article, titled “Six Strategies for Better Plan Committee Relationships” and penned by Ed McCarthy, was published July 11.
In the article, Pickett shares his perspective on best practices for retirement plan committees and offers a few personal anecdotes from his decades of experience as an advisor working with diverse plans and committee members. He also makes a few suggestions about ideal committee composition, onboarding of new committee members, and how to ensure that committee meetings are helpful and effective.
CAPTRUST has recently published several pieces on the topic of committee best practices, including Defined Contribution Practice Leader Scott Matheson’s “Habits of Highly Effective Fiduciary Committees” and Sam Kirby’s “Fiduciary Process for Higher Education Institutions.” The latter was published as the second piece in a series focused on the unique challenges faced by higher education institutions.
About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $180 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.