Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

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President Signs Executive Order on Retirement

Tuesday, September 04, 2018

On Friday, August 31, President Trump signed the Executive Order on Strengthening Retirement Security in America, directing the Department of Labor (DOL) and the Treasury Department to consider regulations or guidance affecting three specific areas of retirement policy.

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easy, breezy, RFPeasy (Webinar Recording)

Thursday, August 23, 2018

Sit back, relax, and listen to our thoughts on conducting a foolproof retirement plan advisor RFP. For this webinar, CAPTRUST leadership cover best practices and discuss real case studies from their experience completing over 1,700 RFPs.

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Fiduciary Update | August 2018

Wednesday, August 08, 2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as retirement summary plan descriptions, fiduciary liability in what is unsaid, liability for prior or subsequent fiduciaries’ actions, mistaken plan distributions, and recent fee litigation cases and settlements.

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Gift and Estate Taxes

Tuesday, July 31, 2018

The money and property you own when you die (i.e., your estate) may be subject to federal gift and estate tax, some form of state death tax, and generation-skipping transfer taxes. You should understand all of these taxes, especially since the passage of the Economic Growth and Tax Relief Reconciliation Act of 2001; the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010; the American Taxpayer Relief Act of 2012; and the Tax Cuts and Jobs Act.

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Tuesday, July 31, 2018

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare that you should know.

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