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CAPTRUST’s Scott Matheson Discusses Industry Trends at NAPA 401(k) Summit

CAPTRUST Defined Contribution Practice Leader Scott Matheson offered his thoughts on some of the industry’s latest trends as he attended the 2018 NAPA 401(k) Summit.

In this just-over-two-minute video, Matheson shares his views around the shifting of retirement plan assets away from actively managed mutual funds to hybrid collective investment trusts and managed accounts providing more personalized qualified default investment alternatives.

To see the video and hear more from Matheson on the emerging conversation focused on hybrid and dynamic solutions, click here.



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, endowments and foundations, and executives and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets from its offices located across the U.S.



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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