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Rising Interest Rates
What Retirement Plan Sponsors Need to Know
As global economic growth continues, plan sponsors need to prepare themselves for something they haven’t seen in more than a decade: rising interest rates. What should they expect from interest rates—and how will rising rates and inflation affect defined contribution and defined benefit plans?
CAPTRUST's Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood answer the following questions in a recently hosted webinar:
What is the outlook for interest rates?
How will rising rates impact target date funds, bond index funds, and capital preservation options?
What do rising rates mean for defined benefit pension plans?
This presentation covers a fiduciary framework for addressing these questions and helps retirement plan sponsors prepare for the different kinds of questions you may receive from participants as they grapple with this new market environment.
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not warranted by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
Crain’s Cleveland Business named CAPTRUST’s Susan Clausen to its list of Northeast Ohio’s Notable Women in Finance. Clausen, who works in the firm’s Akron, Ohio, office, joined CAPTRUST in 2009 and has worked in the industry since 1978.
CAPTRUST was named in the TBJ list of the Top 50 Privately Held Entities in the Triangle, which ranks companies by total number of employees. The list also includes data on the number of employees in the Triangle and revenue figures.