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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.

Browse the research publications below or narrow your search by using the filters and search box above.

DOL Clarifies Participant Fee Disclosure Timing

Thursday, March 19, 2015

On March 18, 2015, the DOL issued a final direct rule on the issuance of the annual fee disclosure required under ERISA Section 404(a)(5). In its communication, the DOL changed the frequency of its required participant fee disclosure from at least once every 12 months to once every 14 months.

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February 2015 Fiduciary Update

Thursday, February 12, 2015

In this quarter's Fiduciary Update, CAPTRUST's Drew McCorkle highlights several important court cases with ERISA retirement plan implications plus topics such as deferred annuities in target date funds and Washington's focus on small employer retirement plans.

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Conversations with Clients

Saturday, January 31, 2015

We explore options for financing a second home, take a look at long-term care costs and the tradeoffs of long-term care insurance, and offer our thoughts on prudent retirement portfolio withdrawal rates. Please let us know if you’re interested in learning more about these topics or have questions of your own.

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A Strong Foundation

Saturday, January 31, 2015

Many of us make annual gifts to charities, our church, an alma mater, or some other worthy charitable organization. But beyond this annual giving, some individuals or families may have a desire to set aside a more meaningful amount of their net worth to achieve larger philanthropic objectives. One way this goal can be achieved is through the creation of a private family foundation that you fund and operate.

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Raising Credit Worthy Children

Saturday, January 31, 2015

You’ve done everything right as parents. You read all the books on raising financially fit children and started talking to your kids about money and wealth from an early age. You helped them open their first saving accounts, then checking accounts, and even made them authorized users on your American Express account when they went off to college. Now you are shaking your head in disbelief as your financially literate and responsible daughter has just been turned down for her first mortgage. How could this happen in your family?

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Focusing on Advanced Directives

Saturday, January 31, 2015

Estate planning involves much more than deciding who will receive our property after we are gone. A high-quality estate plan considers all the twists and turns life might take that may impact health, wealth, and independence, and provides a guide for those we will rely on to carry out our plan. Potential health issues are often treated as an afterthought rather than key components of a plan. But all of us should take the time to provide the appropriate legal authority and guidance to those who may need to make healthcare decisions for us in the event of a serious accident or illness that renders us incapacitated and unable to speak for ourselves.

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