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

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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.

Recognition

CAPTRUST Tops Latest List of DC Aggregator Firms

CAPTRUST has acquired 28 advisor practices in 12 years. In the latest InvestmentNews list of aggregator firms, CAPTRUST ranks as the largest of firms active in this space, with $221 billion of defined contribution (DC) plan assets under advisement and 95 DC-focused advisors.

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