The article, titled “Looking Closer”, discusses how quality data analysis helps plan sponsors understand how well their retirement plans work currently and where to make changes to improve employees’ retirement readiness.
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.
During last month’s ArchCare Gala at Gotham Hall in New York City, CAPTRUST’s Stephen Schott was honored for his work with—and service to—archdioceses in general, and ArchCare specifically. The gala raised $1.5 million for ArchCare.
Crain’s Cleveland Business named CAPTRUST’s Susan Clausen to its list of Northeast Ohio’s Notable Women in Finance. Clausen, who works in the firm’s Akron, Ohio, office, joined CAPTRUST in 2009 and has worked in the industry since 1978.
CAPTRUST was named in the TBJ list of the Top 50 Privately Held Entities in the Triangle, which ranks companies by total number of employees. The list also includes data on the number of employees in the Triangle and revenue figures.
The Triangle Business Journal ranked CAPTRUST among the 50 fastest-growing private companies in the Raleigh, Durham, Chapel Hill area. Winners were selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years.
The Financial Times included 21 CAPTRUST advisors in its 2018 list of the 401 Top Retirement Advisors. The list recognizes the top financial advisors who specialize in serving defined contribution retirement plans, such as 401(k) and 403(b) plans.