CAPTRUST Senior Vice President Mark Davis shares his perspective after more than two decades of experience on the topic. Davis tells the story of evolution of participant engagement in defined contribution plans from communication to education to guidance—and now to advice over the last 25 years.
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CAPTRUST Senior Director Phyllis Klein spoke at the NAPA annual conference in San Diego on March 23 at a workshop on innovation in participant advice. In an article covering the panel, NAPA noted whether it’s one-on-one advice, online modeling, active email campaigns, or other means, advised participants enjoy better outcomes.
The National Association of Plan Advisors (NAPA) announced that CAPTRUST Senior Vice President and Financial Advisor Mark Davis is one of three finalists for its 2015 401(k) Advisor Leadership Award. This award recognizes leadership, innovation, and contributions to the retirement plan industry. The winner will be revealed at the 2015 NAPA 401(k) SUMMIT, March 22-March 24 in San Diego, California.
When the Triangle Business Journal announced its annual list of the 50 fastest-growing privately held businesses in the Triangle on November 18, 2014, CAPTRUST weighed in at 23. TBJ Fast 50 winners are selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years (2011-2013).
CAPTRUST was named #2 in the Large Companies category of Triangle Business Journal's annual survey of the area's Best Places to Work released on September 26, 2014. The TBJ list was compiled and ranked based upon the results of an employee survey conducted by Quantum Workplace.
In 1989, Registered Representative magazine profiled eight rising star "brokers" in the early stages of their careers, including CAPTRUST Chief Executive Officer and Co-founder Fielding Miller. In July 2014, the publication (now called wealthmanagement.com) revisited those same individuals (now called "advisors") for their takes on how the industry has evolved.