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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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Fiduciary Update | February 2019

Monday, February 11, 2019

In this quarter’s Fiduciary Update, CAPTRUST Financial Advisor Drew McCorkle provides an update on topics such as fiduciary process controls and liability, affirming the Chevron fiduciaries' victory in a fees and investment performance lawsuit, and a few other recent developments stemming from cases of interest to ERISA-qualified retirement plan sponsors.

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401(k) Plans

Monday, February 11, 2019

Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types of employer-sponsored retirement plans.

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Can Good Governance Impact Fundraising?

Thursday, February 07, 2019

Nonprofit institutions thrive on people donating their money without expecting a tangible product or service in return. What donors do expect is good board management. And yet, our recent Endowment and Foundation Survey reveals that many endowments and foundations—in one way or another—have significant room for improvement in governance practices.

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Empowering a New Generation

Tuesday, January 29, 2019

From Black Panther and convict to writer, poet, producer, college professor, Academy Award nominee, and youth advocate, Jamal Joseph’s life has taken a circuitous path to the present. His is a story of perennial social activism, advancing lessons from his Black Panther days to empower a new generation.

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Home with Room to Spare

Tuesday, January 29, 2019

A record 64 million Americans lived in multigenerational homes in 2016, according to the Pew Research Center. The count includes young adults living with their parents, elders living with their grown children, and grandparents living with grandchildren.

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Eats on the Streets

Tuesday, January 29, 2019

Many chefs are deciding to forego traditional brick-and-mortar establishments in favor of a traveling restaurant—with far less overhead and restraints. With this shift in dining options, hungry customers are taking advantage of the convenience, variety, and novelty of food trucks.

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