Whether you’re in the early stages of your estate planning goals or looking to fine-tune an existing plan, this webinar offers actionable insights to help you craft a successful estate planning strategy. Explore the key elements of estate planning and learn how to protect what you’ve built for future generations.
Topics covered include:
determining what’s in your estate and its potential value;
understanding how probate works and strategies to avoid it where possible;
identifying who you want to impact and when to distribute your assets; and
creating a customized estate planning strategy to meet your personal and financial goals.
Social engineering attacks—such as phishing and romance scams—are now more common than ever. These scams put retirement plan participants at risk of losing their entire account balance. How can plan sponsors help participants protect themselves from scammers and other malicious actors? Watch our webinar recording to learn about common scams and what sponsors can do about them.
Topics covered include:
common attacks we’re seeing in the market today;
key practices for raising fraud awareness;
tips for ongoing participant education; and
trustworthy resources to stay attuned to evolving scams.
This webinar recording is moderated by Lisa Keith, CAPTRUST senior manager of plan consulting, with a panel discussion by:
Jon P. Atchison, CAPTRUST senior team lead of information security and network
Dan DiGiacomo, CAPTRUST principal and financial advisor
Cynthia Boyle Lande, JD, BrownWinick member attorney
As many plan sponsors prepare for their upcoming enrollment seasons, it’s the perfect time to review key practices for participant education. In this webinar recording, CAPTRUST explores how financial planning, tax planning, and personalized advice can be integrated into education efforts to maximize the value participants receive from their NQDC plans.
Topics covered will include:
key practices for educating participants about their NQDC plan options;
how personalized advice can improve engagement and plan outcomes; and
strategies to help participants integrate NQDC plans into their broader financial planning, tax planning, estate planning, and retirement goals.
With increasing and varied litigation, it has become more difficult for retirement plan fiduciaries to manage their risk. Best practices have become more challenging as plaintiffs’ attorneys find new ways to sue plan sponsors, while at the same time fiduciary liability insurance has become less comprehensive and more expensive.
What’s a fiduciary to do? Join CAPTRUST and some of the leading experts in the field of fiduciary risk management as we provide practical solutions to these problems and help plan sponsors become more confident in managing their fiduciary risk.
Current economic trends and issues impacting retirement plans and institutional asset pools;
Strategies to enhance benefits for key executives and other employees;
Peer perspectives for industry challenges and overall goals for 2024.
Whether or not your organization currently has a retirement plan advisor, this roundtable discussion provides an executive summary of the top issues a plan sponsor should be considering, plus an in-depth comparison of what other companies in the insurance industry are doing for their retirement programs and strategies.
Having responded to more than 3,500 RFPs and helped create the industry-standard RFP response template, the CAPTRUST team is well-positioned to help you optimize the RFP process from beginning to end. In this webinar recording, we present a step-by-step guide to aid you in planning, preparing, and executing on this important body of work. We also discuss:
Advisor RFP best practices
Recent legislation and technologies impacting the retirement industry
Questions plan sponsors should be asking based on their plan type(s)
Topics that are top of mind for retirement plan sponsors today
It can be daunting to navigate the evolving landscape of retirement plan oversight, especially with the recent increase in regulatory requirements. However, ensuring compliance is crucial. Creating and maintaining a sound governance process will allow for effective and efficient plan oversight.
In this webinar recording, we delve into the essentials of retirement plan governance. We discuss how effective governance streamlines decision-making, reduces risk, increases the likelihood of meeting plan objectives, and improves controls.
Topics include:
overall plan governance;
documenting processes and procedures to ensure you’re meeting your fiduciary obligations;
appropriately delegating duties and responsibilities;
Whether you’re currently 45, 55, or 64 ½, this webinar recording provides actionable steps you can take today to improve your future. Discover key strategies to help you optimize your financial picture and lifestyle choices so you can achieve your personal retirement goals.
Topics covered include:
crafting a personalized retirement plan tailored to your financial goals;
shifting your investment strategy to grow or safeguard your wealth;
navigating healthcare and insurance considerations; and
implementing estate planning strategies to secure your legacy and provide for future generations.
Current economic trends and issues impacting retirement plans;
Strategies to enhance benefits for physicians, nurses, and staff; and
Peer perspectives for industry challenges and overall goals for 2024.
Whether or not your organization currently has a retirement plan advisor, this roundtable discussion provides an executive summary of the top issues a plan sponsor should be considering, plus an in-depth comparison of what other hospitals and healthcare systems are doing for their retirement programs and strategies.
Current economic trends and issues impacting retirement plans;
Strategies to enhance benefits for senior partners and junior associates; and
Peer perspectives for industry challenges and overall goals for 2024.
Whether or not your firm currently has a retirement program advisor, this roundtable discussion provides an executive summary of the top issues a retirement plan sponsor should be considering, plus an in-depth comparison of what other firms are doing for their retirement programs and strategies.