Quarterly Industry Insights: Insurance Industry (Webinar Recording)
As their retirement plan advisor, CAPTRUST serves almost 100 clients in the insurance industry, with more than $34 billion in plan assets. Our advisors recently completed quarterly review discussions with these clients.
Topics covered include:
- Current economic trends and issues impacting retirement plans and institutional asset pools;
- Strategies to enhance benefits for key executives and other employees;
- Peer perspectives for industry challenges and overall goals for 2024.
Whether or not your organization currently has a retirement plan advisor, this roundtable discussion provides an executive summary of the top issues a plan sponsor should be considering, plus an in-depth comparison of what other companies in the insurance industry are doing for their retirement programs and strategies.
Additional Resource:
To download a copy of the transcript, click here.