The recording of our latest webinar, hosted on May 31, 2017, is now available. In this webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson moderated a 60-minute discussion on the topic of discretionary investment management with CAPTRUST senior investment experts, Jennifer Dunbar and John Leissner.
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We are pleased to announce that the second installment of VESTED Voices, the video series associated with CAPTRUST’s magazine, is now available. In general, this installment focuses on pro athletes giving back; specifically, we speak with Rod Brind’Amour, Ricky Proehl, and Thomas Davis regarding their ongoing charitable efforts.
In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderates a 45-minute discussion covering the current state of, and common questions about, target date funds. He is joined by CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.
We are pleased to announce that the Winter 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of February 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.
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.
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.