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PODCAST: Best Practices for Retirement Plan Committees

The latest episode of Williams Mullen’s Benefits Companion Podcast features special guest Beryl Ball, a senior vice president and financial advisor at CAPTRUST.

Ball and host Brydon DeWitt discuss best practices around creating and maintaining an effective retirement plan committee. Ball offers her expertise on topics such as the selection of good candidates, how many members your retirement plan committee should have, and the importance of fiduciary training for your retirement plan committee.

To listen to the full episode of this podcast, click here.

About CAPTRUST

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm currently represents more than $298 billion in client assets with 43 locations across the U.S.

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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