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CAPTRUST's Pickett Speaks on Committee Practices

Dallas-based Advisor Featured in WealthManagement.com

CAPTRUST Financial Advisor John Pickett was featured prominently in a recent article on WealthManagement.com, The article, titled "Six Strategies for Better Plan Committee Relationships" and penned by Ed McCarthy, was published July 11.

In the article, Pickett shares his perspective on best practices for retirement plan committees and offers a few personal anecdotes from his decades of experience as an advisor working with diverse plans and committee members. He also makes a few suggestions about ideal committee composition, onboarding of new committee members, and how to ensure that committee meetings are helpful and effective.

CAPTRUST has recently published several pieces on the topic of committee best practices, including Defined Contribution Practice Leader Scott Matheson's "Habits of Highly Effective Fiduciary Committees" and Sam Kirby's "Fiduciary Process for Higher Education Institutions." The latter was published as the second piece in a series focused on the unique challenges faced by higher education institutions.

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 more than $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.

 

Recognition

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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