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| Raleigh, NC

Optimizing Your Retirement Plan Webinar Recording

Have retirement plan automation and target date funds helped improve savings levels or financial wellness for your plan participants? Have they helped optimize plans, as promised?

CAPTRUST Defined Contribution Practice Leader Scott Matheson and a panel of his colleagues for a discussion of the following questions:

  • What does an “optimized” plan look like?
  • How effective is plan automation?
  • What tools can plan sponsors use to drive employee engagement?

This webinar will examine interesting research nuggets gleaned from trusted sources and insights from CAPTRUST’s annual plan design benchmark study, the largest of its kind in the industry.

Click here to watch the webinar.

Recognition

Recognition

CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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