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2024 Fiduciary Training Series, Part 4: Avoiding Scams (Webinar Recording)

This is part four in our quarterly series of live, online fiduciary training sessions. The final 2024 installment focuses on helping participants avoid scams, scammers, and fraud.

Investment Committee Best Practices for Nonprofits

Investment committees have a significant responsibility to the organizations they serve. In this video, learn tips to help your nonprofit investment committee perform at its strongest.

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Episode 70: Accenture and Retirement Recordkeeping

We speak to two of the authors of the report: Navigating Through Turbulence, Reinventing Retirement Recordkeeping.

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Developing an Investment Policy Statement for Retirement Plan Sponsors

An investment policy statement (IPS) is a formal document that explains the guidelines and procedures for how to manage an organization’s investment portfolio. For retirement plan sponsors, this important plan document is part of creating a sound investment policy. In this video, learn about IPS development and the role an …

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Market Thoughts: 2024 Election

In this edition of Market Thoughts, CAPTRUST examines some of the most likely market reactions to 2024 federal election outcomes.

IRS Announces 2025 Retirement Plan Limitations

The Internal Revenue Service (IRS) today announced its annual update to dollar limitations for retirement plans for the 2025 tax year. The table below provides a few highlights.

Fiduciary Update | November 2024

In this edition of our quarterly Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle explores recent fiduciary litigation and what they may imply about fiduciary training, fiduciary responsibilities, and more.