We are pleased to announce that the Summer 2015 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.
Press releases, company announcements, industry recognition, and news about our activities in the communities we serve. Use the search box above or filter by category.
CAPTRUST Senior Director Phyllis Klein recently hosted an exclusive 30-minute webinar to help plan participants identify if they are on the right track with their personal and retirement savings. The webinar addressed frequently asked questions about retirement savings adequacy such as how much to save and how to invest.
The RAC has published an Advisor RFP template focused on the needs of higher education institutions. This new version contains questions related to experience with higher education institutions, specific service providers, and implementation and transition. CAPTRUST Director Greg Middleton adds his two cents on this new resource.
CAPTRUST Financial Advisors is proud to sponsor the 44th Annual Retirement & Benefits Management Seminar on April 23 and 24 at the Marriott Southpark in Charlotte, NC. This event is jointly organized by the University of South Carolina’s Darla Moore School of Business with participation by the DOL and IRS.