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Fiduciary Best Practices for Church-sponsored Retirement Plans (Webinar Recording)
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. This discussion follows the news that “Pope Francis wants financial advisers to work like fiduciaries,” an article published by InvestmentNews in May 2018.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
Personal financial challenges like credit card debt, the cost of education, and saving for retirement have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues.
We are pleased to announce that the Winter 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail next week. If you are interested in receiving VESTED Magazine, please let us know via email.