Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.
11.07.2018
Yesterday, more than 113 million Americans exercised their right to vote in what was likely the largest midterm election turnout in history. The result: Democrats take the House and Republicans hold the Senate. This Market Thoughts explores the immediate impact of midterm elections and offers some initial thoughts on the likely market reaction.
10.26.2018
Our newest Investment Strategy article will take a deep dive into the following topics: corporations reinvesting their tax reform windfalls in both stock buybacks and capital expenditures; unease over trade tensions potentially hampering business and consumer confidence; and the mixed blessings of higher interest rates.
11.01.2018
The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2019. Some of the retirement plan-related limitations are changing because the annual cost-of-living increase met the statutory threshold that triggers their adjustment. This article features a table of highlights.
10.04.2018
This webinar offers a deep dive into the fiduciary best practices for Church-sponsored retirement plans. Using ERISA’s fiduciary requirements as a guidepost, our panel of subject matter experts discusses how to apply fiduciary best practices to Church retirement plans.
08.23.2018
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.
06.28.2018
The Pension Protection Act of 2006 (PPA) ushered in a range of new ways to encourage retirement savings in defined contribution plans, including automatic enrollment, automatic escalation, and qualified default investment alternatives (QDIAs). Since then, we have drawn some conclusions about the utilization, success, and shortcomings of new and existing tools for participants.
10.18.2018
Employees shouldn't have to wonder if they’re set up for success in retirement. We explore the ever-growing number of plan sponsors investing in advice and financial wellness for their preretiree employees and provide insight into how employers are uniquely positioned to help their older workers build wealth, set expectations, and plan for the future.
09.28.2017
Millennials catch a lot of flak when it comes to their work habits and financial situations. Their reputation precedes them in some employers’ estimations. But understanding the forces that have shaped their professional and financial decisions—and what can be done to respond to them—can help employers create greater loyalty and engagement.
11.20.2018
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on retirement plans and student loan debt, legacy employer stock in light of the Dudenhoeffer standard, ERISA and bankruptcy, and recent developments in university retirement plan litigation.
08.08.2018
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, and recent fee litigation cases and settlements.
05.15.2018
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as the DOL striking down the conflict of interest rule, fiduciary process controls, and employer life insurance litigation.
02.21.2018
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as lost participants, the delay of the fiduciary rule, and other fee related litigation.
10.19.2018
In this quarter's video market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, taxes, mid-term elections, interest rates, companies buying stock back, and other forces impacting the economy this past quarter.
09.04.2018
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.
07.26.2018
In this market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, tariffs, international trade disputes, and other forces impacting the economy this past quarter.
07.12.2018
This piece covers a slice of results received through a survey of over 150 nonprofit endowment and foundation organizations. The survey results speak to a variety of topics, including: return objectives, goals, risk tolerance, asset allocation, performance, spending policy, governance, and fundraising.