You’ve spent decades planning, saving, and investing, so that you and your loved ones can live comfortably. Chances are that you have an estate plan in place as well. But, when was the last time you reviewed it for outdated information or missed opportunities?
Listen to our panel of experts on risk management and legacy planning, featuring Elie Foy, an estate planning attorney at Wyrick Robbins Yates & Ponton LLP. This estate planning check-in covers
the top five documents to include in your estate plan,
the most overlooked aspects of estate planning, and
important questions you should be asking about insurance.
This webinar recording begins with an update on current market conditions from CAPTRUST Chief Investment Officer Mike Vogelzang.
In this installment of our fiduciary training webinar series hosted by Director of Retirement Plan Consulting Dawn McPherson, we focus on current fiduciary litigation themes and developments. Further, we cover the practical implications of the litigation trends for plan sponsors and provide key takeaways to help improve plan governance and minimize risk.
This panel discussion features CAPTRUST Principal and Financial Advisor Jim Strodel, and guest speakers Julie Stapel and Matt Sharbaugh, partners at Morgan Lewis & Bockius, LLP. Matt is an ERISA litigator and Julie counsels plan sponsors on compliance with ERISA’s fiduciary rules. They each bring their perspectives on these timely and important topics.
As retirement plan sponsors and their recordkeepers prepare to integrate applicable provisions, common questions are arising. Some relate to the details of Roth provisions, emergency savings accounts, and student loan repayments. Others ask about recordkeeper differences and how to understand participant needs.
In this webinar recording, CAPTRUST retirement plan practice leaders will review some frequently asked questions they are hearing from plan sponsors across the country and offer potential guidance and best practices for moving forward. Watch the recording and learn:
When key provisions will become available, and which are required vs. optional
Which provisions are getting the most attention in the industry
Which provisions need the most guidance to move forward
How to talk to your recordkeeper about your needs
Best practices for participant communication
To download a copy of the transcript, click here.
In this webinar recording, CAPTRUST’s endowment and foundation team explores the survey results. Watch to learn how nonprofit organizations are navigating market volatility; responding to calls for environmental, social, and governance (ESG) factors; and investing their portfolios to ensure perpetuity.
The insights gleaned offer a chance to understand what peers are doing and how top-performing organizations are breaking the mold regarding board member pipeline development, asset allocation, alternative investments, and more. Listen as we explore:
Current trends in impact investing
How the investment strategies of grantmaking organizations differ from operating nonprofits
And, with 96 percent of organizations evaluating diversity, equity, and inclusion (DEI) criteria when selecting new board members, whether these and other DEI actions are moving the needle
At CAPTRUST, we find that most organizations, regardless of size, choose to rely on a plan committee to oversee and make critical decisions related to their retirement plans. Because of this, a plan committee and its members can shoulder a heavy load as they continuously monitor and make decisions regarding the plan’s investments, operations, administration, fees, and more.
One of the best things you can do for your committee members and your organization is to provide these individuals appropriate training.
In this webinar recording, our seasoned retirement professionals highlight fiduciary fundamentals, including:
Note: This webinar was recorded on December 15, before the passage of SECURE 2.0 Act.
The social contract between employers and employees is shifting at an accelerated rate, leading many organizations to rethink their approaches to workforce management, including benefits, compensation, retirement savings, and more. What can plan sponsors learn from the past few years to help prepare for 2023?
In this webinar recording, four CAPTRUST retirement plan experts predict how 2023 trends in workforce dynamics and the markets may impact 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans. Listen in to learn more about:
emerging trends in employee benefits;
future-ready retirement plan design;
the movement toward discretion for both sponsors and participants; and
balancing participants’ best interests with risks, costs, and calls for personalization.
The day a nonprofit receives a sizeable donation can be the beginning of a period of transformational growth for the organization. These gifts can help to create long-term stability, fund causes in perpetuity, allow organizations to execute their missions in new ways, and take some burden off of annual development goals. But for organizations that don’t have the infrastructure in place to manage that size of a donation, or the ability to establish it quickly, they may miss the opportunity to reap the full benefits.
In this webinar recording CAPTRUST advisor Eric Bailey, along with Bob Murray, associate VP for advancement and executive director of The Ferris Foundation, and Jessica Muroff, CEO of United Way Suncoast, discuss:
first steps for an organization to take when it receives a large donation;
the potential impacts of large gifts;
common pitfalls and mistakes made; and
how these principles can be applied to smaller donations.
Under the Investment Advisers Act of 1940, this webinar is defined as an advertisement and includes an uncompensated testimonial by CAPTRUST client The Ferris Foundation. Please be advised that client experiences as described in the webinar do not necessarily represent the experience of other clients.
This webinar recording begins with CAPTRUST Chief Investment Officer Mike Vogelzang sharing the latest on markets and volatility as we move towards the end of the year.
Then, CAPTRUST Head of Wealth Management Eddie Welch discusses family dynamics in financial decision-making with New Orleans-based Principal Andrew Wisdom and Legacy Capitals Consultant Kristen Heaney. It’s common for one person in a relationship to take the primary role in financial decision-making. But this dynamic can be detrimental if the other partner is completely disengaged.
Whether you’re a husband, wife, child, or other family member, this webinar recording is designed for all people who are navigating financial decisions together and will highlight: • how to engage a partner in financial discussions when they are uninterested; • the importance of assembling your financial roundtable; and • ways to merge multiple viewpoints on money.
According to a recent report, a couple with median prescription drug expenses needs $182,000 in savings to pay for healthcare expenses during retirement. Traditionally thought of only as a way to pay for annual healthcare expenses, one often overlooked way to save for retirement can be a health savings account (HSA).
In this webinar recording, CAPTRUST Defined Contribution Practice Leader Jennifer Doss is joined by Wes Collins, senior manager of advice and wellness for CAPTRUST, and Lindsay Barnard, senior product manager at Alegeus, a provider of healthcare payment solutions that partners with the industry’s leading health plans, third-party administrators, and financial services and benefit-solution providers. Together they discuss:
how HSAs can be a key tool in helping participants save for retirement;
trends in how employees and employers are utilizing the HSA benefit;
the questions that participants are most often asking about HSAs; and
In this webinar recording, CAPTRUST’s Debra Gates, Barry Schmitt, and Mike Webb discuss best practices for communication with plan participants, including:
How do volatile markets impact participant communications?
How often should plan sponsors communicate with employees?
What are the most effective media for communicating with participants?
What are the fiduciary obligations for communicating with plan participants?