An appropriately structured 3(38) engagement frees the plan sponsor from the time involved in the selection and monitoring of plan investments and from the liability of those decisions. In addition to growing interest from mid-sized and small plan sponsors, interest in 3(38) engagements have moved up stream, with more large plan sponsors evaluating the benefits of hiring a 3(38) investment manager. This trend is occurring for several reasons, including the recent increase in litigation and committees being increasingly pressed for time.
In this webinar recording, a panel of CAPTRUST experts discuss the current investment management landscape and share best practices for how plan sponsors can implement 3(38).
With participant assets and retirement security on the line, cybersecurity weighs heavily on many retirement plan sponsors’ minds. While the recently issued cybersecurity guidance from the DOL provides a roadmap to help prevent against cyber threats, the heightened emphasis indicates that cybersecurity will likely remain a DOL focus for years to come.
In this webinar recording, CAPTRUST Chief Technology Officer Jon Meyer and Financial Advisors Devyn Duex and Mike Webb are joined by Jennifer Doss, CAPTRUST’s senior director and defined contribution practice leader, to discuss:
DOL cybersecurity guidance and its impact on plan sponsors
Effective approaches to evaluate and monitor plan providers
The future of information security in the retirement plan space
Have retirement plan automation and target date funds helped improve savings levels or financial wellness for your plan participants? Have they helped optimize plans, as promised?
CAPTRUST’s Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and John Leissner discuss the following questions in this webinar recording:
What does an “optimized” plan look like?
How effective is plan automation?
What tools can plan sponsors use to drive employee engagement?
This webinar examines interesting research nuggets gleaned from trusted sources and insights from CAPTRUST’s annual plan design benchmark study, the largest of its kind in the industry.