We are pleased to announce that the Fall 2016 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. If you are a subscriber, you will receive your copy in the mail the week of November 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.
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Implementation of the DOL's fiduciary rule is just around the corner. And the majority of retirement plan providers will announce their intended changes in response to the rule during the final quarter of 2016. We invite you to listen to a recording of a recent CAPTRUST hosted webinar to help you prepare for your year-end discussions.
We are pleased to announce that the Summer 2016 issue of VESTED, CAPTRUST's magazine for clients and friends, is now available. If you are a subscriber, you will receive your copy in the mail the week of June 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.
The DOL's conflict of interest rule is the most significant change to retirement plans in 40 years. On June 23, 2016, CAPTRUST hosted a webinar where Practice Leader Scott Matheson explained the new regulations and the important questions plan sponsors need to address as these rules go into effect.
New DOL rules will require anyone advising on retirement assets to acknowledge fiduciary status in writing and act exclusively in their clients’ best interest. CAPTRUST clients need to know that we have always adhered these standards. We are proponents of the legislation and feel it validates our business model.
CAPTRUST recently hosted a webinar about best practices for conducting an advisor RFP and available resources to streamline the process. Whether you are benchmarking your current advisor or conducting a formal advisor RFP, this recording will help you implement the fundamentals of a sound RFP process.