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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.

 

About CAPTRUST 

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.

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Announcements

Upcoming Webinar! The Nonprofit Market Has Spoken

Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please join CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

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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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