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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 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.

Announcements

Announcements

VESTED, Winter 2019

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.

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