Menu

Resources

Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

Advanced Filter

Highlights

easy, breezy, RFPeasy (Webinar Recording)

08.23.2018

Sit back, relax, and listen to our thoughts on conducting a foolproof retirement plan advisor RFP. For this webinar, CAPTRUST leadership cover best practices and discuss real case studies from their experience completing over 1,700 RFPs.

Read More

Optimizing Your Retirement Plan

06.28.2018

The Pension Protection Act of 2006 (PPA) ushered in a range of new ways to encourage retirement savings in defined contribution plans, including automatic enrollment, automatic escalation, and qualified default investment alternatives (QDIAs). Since then, we have drawn some conclusions about the utilization, success, and shortcomings of new and existing tools for participants.

Read More

Financial Fitness Over 50

10.18.2018

Employees shouldn't have to wonder if they’re set up for success in retirement. We explore the ever-growing number of plan sponsors investing in advice and financial wellness for their preretiree employees and provide insight into how employers are uniquely positioned to help their older workers build wealth, set expectations, and plan for the future.

Read More

Engaging Millennials at Work

09.28.2017

Millennials catch a lot of flak when it comes to their work habits and financial situations. Their reputation precedes them in some employers’ estimations. But understanding the forces that have shaped their professional and financial decisions—and what can be done to respond to them—can help employers create greater loyalty and engagement.

Read More

Questions or comments about VESTED Magazine?

Send us a message!

Fiduciary Update | November 2018

11.20.2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on retirement plans and student loan debt, legacy employer stock in light of the Dudenhoeffer standard, ERISA and bankruptcy, and recent developments in university retirement plan litigation.

Read More

Fiduciary Update | August 2018

08.08.2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as retirement summary plan descriptions, fiduciary liability in what is unsaid, liability for prior or subsequent fiduciaries’ actions, and recent fee litigation cases and settlements.

Read More

Fiduciary Update | May 2018

05.15.2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as the DOL striking down the conflict of interest rule, fiduciary process controls, and employer life insurance litigation.

Read More

Fiduciary Update | February 2018

02.21.2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as lost participants, the delay of the fiduciary rule, and other fee related litigation.

Read More

October 2018 CAPTRUST Market Update

10.19.2018

In this quarter's video market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, taxes, mid-term elections, interest rates, companies buying stock back, and other forces impacting the economy this past quarter.

Read More

President Signs Executive Order on Retirement

09.04.2018

On Friday, August 31, President Trump signed the Executive Order on Strengthening Retirement Security in America, directing the Department of Labor (DOL) and the Treasury Department to consider regulations or guidance affecting three specific areas of retirement policy.

Read More

July 2018 CAPTRUST Market Update

07.26.2018

In this market update, CAPTRUST Chief Investment Officer Kevin Barry discusses recent news surrounding U.S. unemployment, tariffs, international trade disputes, and other forces impacting the economy this past quarter.

Read More

Out of Alignment?

07.12.2018

This piece covers a slice of results received through a survey of over 150 nonprofit endowment and foundation organizations. The survey results speak to a variety of topics, including: return objectives, goals, risk tolerance, asset allocation, performance, spending policy, governance, and fundraising.

Read More