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 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.
CAPTRUST named Beryl Ball as an advisor shareholder partner and promoted her to SVP. This promotion comes in recognition of her exemplary record of contribution toward the success of the firm. Ball provides advisory services to more than 20 institutional clients, representing approximately $2.5 billion of assets and more than 60,000 participants.
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 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.