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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.

Cyber Risk and Cyber Security for Retirement Plan Sponsors

The digital nature of retirement plan administration makes plans tempting targets for cybercriminals. From phishing attacks to account takeovers, plan participants, recordkeepers, and sponsors are at risk of significant financial losses and brand damage. In this article, learn more about cybersecurity best practices and risk management for retirement plans.

Episode 69: Fidelity and SECURE 2.0

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Upcoming Webinar! 2024 Fiduciary Training Series, Part 4: Avoiding Scams

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

Market Update | October 2024

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End-of-Year Tax Planning Tips

There are some important tax strategies to consider adding to your checklist as you approach the end of the year.

Third Quarter Investment Strategy | All Eyes on the Fed

For better or worse, markets pay attention to the Federal Reserve. Sometimes it’s a casual observance, and other times it borders on obsession.

Episode 68: The 3(16) Fiduciary with Bruce Harrington of Pentegra

In episode 68 of Revamping Retirement, hosts Matt Patrick and Dawn McPherson welcome Bruce Harrington, vice president of strategic development at Pentegra, a provider of retirement plan and ﬁduciary outsourcing solutions.

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Nonqualified Plans and Participant Education (Webinar Recording)

For nonqualified deferred compensation (NQDC) plan sponsors, effective education and advice are key to maximizing participation and helping employees make the most of their benefits. By delivering good guidance, nonqualified plan sponsors can increase engagement, improve plan utilization, and empower participants to achieve their financial goals.

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