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CAPTRUST Assumes Prominent Role in National Fiduciary Event

Firm’s subject matter experts discuss retirement plan industry best practices and address topical fiduciary concerns at key industry conference.

CAPTRUST announces its involvement with the 2016 PLANSPONSOR National Conference as a speaker, exhibitor, and exclusive sponsor of the DC Plan Boot Camp. The conference, scheduled for June 15 through 17 in Washington D.C., is described as one of the only industrywide events to bring together retirement plan sponsors, plan advisors, and the providers that support plans and participants covering current trends and best practices, future thinking about retirement plan design, participant engagement and education, investment options and solutions, and legislative and regulatory updates.

As part of the firm’s involvement, CAPTRUST is the primary sponsor and presenter of the DC Plan Boot Camp pre-conference workshop series on the topics of managing your investment and retirement plan committees and monitoring your service providers. Additional presentations by Pension Resource Institute and Groom Law will round out the pre-conference workshop. CAPTRUST subject matter experts will also participate as panelists on the topics of DC plan investment menu trends and participant engagement in the age of automation during the three-day conference.

In addition to helping retirement plan sponsors better understand their fiduciary responsibility, CAPTRUST is using this event as an opportunity to raise money for its 2016 children’s charity of choice. For every plan sponsor who stops by CAPTRUST’s exhibit hall booth during the conference, the CAPCommunity Foundation, the firm’s 501(c)(3), will donate $25 to The Children’s Home of Easton with a total conference donation goal of $5,000. To learn more about The Children’s Home of Easton, visit: http://thechildrenshome.org/.

About CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents over $180 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

Announcements

VESTED, Fall 2018

We are pleased to announce that the Fall 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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