NAPA announced their 2018 list of Top Retirement Plan Advisors Under 40—also known as “Young Guns” in January. CAPTRUST’s Shaun Eskamani, John Frady, Christopher Kulick, and Andrew Shimp were named to this year’s list.
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CAPTRUST CTO Jon S. Meyer was recognized by the Triangle Business Journal in its 2018 class of C-Suite Awards winners. “I am incredibly honored and humbled [...] it is truly a reflection of the hard work of so many,” Meyer stated.
The July 2018 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors with assets in excess of $2 billion—making it our third year running to achieve this distinction.
The Department of Labor announced last week that CAPTRUST’s Linda M. Kerschner, CRSP, has been appointed corporate trust representative for the 2018 Employee Retirement Income Security Act of 1974 (ERISA) Advisory Council.
CAPTRUST has acquired 28 advisor practices in 12 years. In the latest InvestmentNews list of aggregator firms, CAPTRUST ranks as the largest of firms active in this space, with $221 billion of defined contribution (DC) plan assets under advisement and 95 DC-focused advisors.
While at the 2018 NAPA 401(k) Summit, CAPTRUST Defined Contribution Practice Leader Scott Matheson offered his thoughts on some of the industry’s latest trends.